SL
UNM icon

Salomon & Ludwin’s Unum UNM Stock Holding History

Salomon & Ludwin’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 		$9.05K Hold
99
– – ﹤0.01% 1628
2026
Q1 		$7.34K Hold
99
– – ﹤0.01% 1642
2025
Q4 		$7.75K Hold
99
– – ﹤0.01% 1588
2025
Q3 		$7.86K Buy
+99
New +$7.42K ﹤0.01% 1487
2024
Q2 		– Sell
-515
Closed -$27.6K – 830
2024
Q1 		$27.6K Buy
+515
New +$25.1K ﹤0.01% 438

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Salomon & Ludwin's UNM Position: Q2 2026 in Review

Salomon & Ludwin held its Unum (UNM) position steady in Q2 2026 at 99 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Salomon & Ludwin first reported a position in UNM in Q1 2024 and has held it in 5 quarters since. The position peaked at $27.6K in Q1 2024. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Salomon & Ludwin held 99 shares of Unum worth $9.05K as of Q2 2026.
  • Salomon & Ludwin left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1628 holding.
  • Salomon & Ludwin first reported a position in Unum in Q1 2024 and has held it in 5 quarters since.
  • Salomon & Ludwin's Unum position peaked at $27.6K in Q1 2024.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.