Root Financial Partners’s Unum UNM Stock Holding History

Root Financial Partners’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,265	Closed	-$92.4K	–	3033
2026 Q1	$92.4K	Buy	1,265 +166	+15%	+$12.4K	﹤0.01%	596
2025 Q4	$85.2K	Buy	1,099 +116	+12%	+$8.87K	﹤0.01%	525
2025 Q3	$76.5K	Buy	+983	New	+$73.7K	﹤0.01%	528

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's UNM Position: Q2 2026 in Review

Root Financial Partners sold out of Unum (UNM) in Q2 2026, closing a stake of 1,265 shares — an estimated $92.4K sold.

Root Financial Partners first reported a position in UNM in Q3 2025 and held it in 3 quarters. The position peaked at $92.4K in Q1 2026. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Root Financial Partners reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,265 Unum shares in Q2 2026, an estimated $92.4K.
Root Financial Partners first reported a position in Unum in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Unum position peaked at $92.4K in Q1 2026.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.