SWM
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Sculati Wealth Management’s Unum UNM Stock Holding History

Sculati Wealth Management’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 		$3.17M Sell
35,576
-325
-0.9% -$26.9K 1.06% 25
2026
Q1 		$2.62M Sell
35,901
-185
-0.5% -$13.8K 0.97% 32
2025
Q4 		$2.8M Sell
36,086
-114
-0.3% -$8.72K 0.99% 31
2025
Q3 		$2.82M Sell
36,200
-38
-0.1% -$2.85K 0.99% 30
2025
Q2 		$2.93M Sell
36,238
-1,569
-4% -$124K 1.1% 28
2025
Q1 		$3.08M Sell
37,807
-1,094
-3% -$84.3K 1.25% 21
2024
Q4 		$2.84M Buy
38,901
+200
+0.5% +$13.8K 1.12% 25
2024
Q3 		$2.3M Buy
38,701
+791
+2% +$43K 0.92% 30
2024
Q2 		$1.94M Buy
37,910
+2,310
+6% +$120K 0.83% 43
2024
Q1 		$1.91M Buy
35,600
+10,006
+39% +$488K 0.82% 40
2023
Q4 		$1.16M Sell
25,594
-753
-3% -$34.3K 0.54% 58
2023
Q3 		$1.3M Sell
26,347
-4,580
-15% -$224K 0.66% 52
2023
Q2 		$1.48M Sell
30,927
-3,925
-11% -$171K 0.74% 46
2023
Q1 		$1.38M Sell
34,852
-7,318
-17% -$302K 0.73% 49
2022
Q4 		$1.73M Sell
42,170
-6,484
-13% -$272K 0.97% 34
2022
Q3 		$1.89M Sell
48,654
-3,475
-7% -$127K 1.11% 28
2022
Q2 		$1.77M Buy
52,129
+710
+1% +$24K 1.01% 31
2022
Q1 		$1.62M Buy
51,419
+3,835
+8% +$107K 0.79% 43
2021
Q4 		$1.17M Buy
47,584
+1,853
+4% +$47.4K 0.57% 53
2021
Q3 		$1.15M Buy
45,731
+2,705
+6% +$71.6K 0.61% 55
2021
Q2 		$1.22M Buy
43,026
+5,994
+16% +$176K 0.65% 47
2021
Q1 		$1.03M Buy
+37,032
New +$961K 0.59% 51

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

Sculati Wealth Management's UNM Position: Q2 2026 in Review

Sculati Wealth Management reduced its Unum (UNM) stake by 0.91% in Q2 2026, selling an estimated $26.9K and leaving 35,576 shares worth $3.17M. The position accounts for 1.06% of the portfolio, ranked #25.

Sculati Wealth Management first reported a position in UNM in Q1 2021 and has held it in 22 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sculati Wealth Management held 35,576 shares of Unum worth $3.17M as of Q2 2026.
  • Sculati Wealth Management sold 325 Unum shares in Q2 2026, an estimated $26.9K.
  • Unum made up 1.06% of Sculati Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Sculati Wealth Management first reported a position in Unum in Q1 2021 and has held it in 22 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.