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Savvy Advisors Inc’s Unum UNM Stock Holding History

Savvy Advisors Inc’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 		$270K Buy
+3,020
New +$250K 0.01% 1045

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

Savvy Advisors Inc's UNM Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Unum (UNM) in Q2 2026: 3,020 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #1045 among its holdings.

759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Savvy Advisors Inc held 3,020 shares of Unum worth $270K as of Q2 2026.
  • Unum was a new Savvy Advisors Inc position in Q2 2026.
  • Unum made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1045 holding.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.