SHP Wealth Management’s Unum UNM Stock Holding History

SHP 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	$32.3K	Buy	362 +4	+1%	+$331	﹤0.01%	649
2026 Q1	$26.1K	Buy	358 +32	+10%	+$2.39K	﹤0.01%	654
2025 Q4	$25.2K	Buy	+326	New	+$24.9K	﹤0.01%	632

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Unum (UNM) stake by 1.1% in Q2 2026, buying an estimated $331 and bringing the position to 362 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

SHP Wealth Management first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

SHP Wealth Management held 362 shares of Unum worth $32.3K as of Q2 2026.
SHP Wealth Management bought 4 Unum shares in Q2 2026, an estimated $331.
Unum made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #649 holding.
SHP Wealth Management first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.