SFA
UNM icon

Sequoia Financial Advisors’s Unum UNM Stock Holding History

Sequoia Financial Advisors’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 		$3.16M Sell
35,364
-381
-1% -$31.6K 0.02% 463
2026
Q1 		$2.61M Buy
35,745
+6,456
+22% +$482K 0.01% 513
2025
Q4 		$2.27M Buy
29,289
+3,870
+15% +$296K 0.01% 534
2025
Q3 		$1.98M Buy
25,419
+22,363
+732% +$1.68M 0.01% 522
2025
Q2 		$247K Buy
3,056
+401
+15% +$31.7K ﹤0.01% 1372
2025
Q1 		$216K Buy
+2,655
New +$205K ﹤0.01% 1226

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

Sequoia Financial Advisors's UNM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Unum (UNM) stake by 1.1% in Q2 2026, selling an estimated $31.6K and leaving 35,364 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #463.

Sequoia Financial Advisors first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sequoia Financial Advisors held 35,364 shares of Unum worth $3.16M as of Q2 2026.
  • Sequoia Financial Advisors sold 381 Unum shares in Q2 2026, an estimated $31.6K.
  • Unum made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #463 holding.
  • Sequoia Financial Advisors first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.