Spire Wealth Management’s Unum UNM Stock Holding History

Spire 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	$3.49K	Hold	39	–	–	﹤0.01%	1896
2026 Q1	$2.85K	Hold	39	–	–	﹤0.01%	1970
2025 Q4	$3.02K	Hold	39	–	–	﹤0.01%	2014
2025 Q3	$3.03K	Sell	39 -3	-7%	-$225	﹤0.01%	2068
2025 Q2	$3.39K	Hold	42	–	–	﹤0.01%	2053
2025 Q1	$3.42K	Hold	42	–	–	﹤0.01%	2156
2024 Q4	$3.07K	Hold	42	–	–	﹤0.01%	2154
2024 Q3	$2.5K	Sell	42 -1	-2%	-$54	﹤0.01%	1961
2024 Q2	$2.2K	Sell	43 -5	-10%	-$259	﹤0.01%	1997
2024 Q1	$2.58K	Buy	+48	New	+$2.34K	﹤0.01%	2047
2023 Q4	–	Sell	-18	Closed	-$885	–	2468
2023 Q3	$885	Buy	+18	New	+$880	﹤0.01%	2274
2023 Q1	–	Sell	-16	Closed	-$1K	–	2602
2022 Q4	$1K	Buy	+16	New	+$670	﹤0.01%	2262
2022 Q3	–	Sell	-16	Closed	-$1K	–	2598
2022 Q2	$1K	Buy	+16	New	+$542	﹤0.01%	2588
2022 Q1	–	Sell	-478	Closed	-$12K	–	2877
2021 Q4	$12K	Buy	+478	New	+$12.2K	﹤0.01%	2324

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

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

Spire Wealth Management held its Unum (UNM) position steady in Q2 2026 at 39 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Spire Wealth Management first reported a position in UNM in Q4 2021 and has held it in 14 quarters since. The position peaked at $12K in Q4 2021. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Spire Wealth Management held 39 shares of Unum worth $3.49K as of Q2 2026.
Spire Wealth Management left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1896 holding.
Spire Wealth Management first reported a position in Unum in Q4 2021 and has held it in 14 quarters since.
Spire Wealth Management's Unum position peaked at $12K in Q4 2021.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.