SOA Wealth Advisors’s Unum UNM Stock Holding History

SOA Wealth 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	–	Hold	0	–	–	–	880
2026 Q1	–	Sell	-43	Closed	-$3.21K	–	857
2025 Q4	$3.35K	Hold	43	–	–	﹤0.01%	686
2025 Q3	$3.34K	Hold	43	–	–	﹤0.01%	696
2025 Q2	$3.45K	Sell	43 -153	-78%	-$12.1K	﹤0.01%	676
2025 Q1	$16K	Hold	196	–	–	﹤0.01%	508
2024 Q4	$14.3K	Hold	196	–	–	﹤0.01%	503
2024 Q3	$11.6K	Hold	196	–	–	﹤0.01%	522
2024 Q2	$10K	Sell	196 -26	-12%	-$1.34K	﹤0.01%	539
2024 Q1	$11.9K	Hold	222	–	–	﹤0.01%	514
2023 Q4	$10K	Hold	222	–	–	﹤0.01%	522
2023 Q3	$10.9K	Buy	222 +1	+0.5%	+$49	﹤0.01%	511
2023 Q2	$10.6K	Hold	221	–	–	﹤0.01%	525
2023 Q1	$8.75K	Sell	221 -105	-32%	-$4.34K	﹤0.01%	542
2022 Q4	$13.4K	Sell	326 -12	-4%	-$503	﹤0.01%	479
2022 Q3	$13K	Sell	338 -39	-10%	-$1.43K	﹤0.01%	473
2022 Q2	$12K	Sell	377 -2,707	-88%	-$91.6K	﹤0.01%	475
2022 Q1	$97K	Buy	3,084 +3	+0.1%	+$84	0.02%	232
2021 Q4	$76K	Buy	3,081 +2	+0.1%	+$51	0.02%	251
2021 Q3	$77K	Buy	3,079 +22	+0.7%	+$582	0.02%	254
2021 Q2	$86K	Buy	3,057 +1,244	+69%	+$36.6K	0.02%	240
2021 Q1	$50K	Sell	1,813 -289	-14%	-$7.5K	0.01%	272
2020 Q4	$50K	Buy	+2,102	New	+$43.5K	0.01%	263

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 $3.37T AUM 44.26% 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

SOA Wealth Advisors's UNM Position: Q2 2026 in Review

SOA Wealth Advisors held its Unum (UNM) position steady in Q2 2026 at 0 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #880.

SOA Wealth Advisors first reported a position in UNM in Q4 2020 and has held it in 21 quarters since. The position peaked at $97K in Q1 2022. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

SOA Wealth Advisors held 0 shares of Unum worth $24 as of Q2 2026.
SOA Wealth Advisors left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #880 holding.
SOA Wealth Advisors first reported a position in Unum in Q4 2020 and has held it in 21 quarters since.
SOA Wealth Advisors's Unum position peaked at $97K in Q1 2022.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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