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Strive Financial Group’s Unum UNM Stock Holding History

Strive Financial Group’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 		$1.07K Hold
12
– – ﹤0.01% 699
2026
Q1 		$1K Sell
12
-8
-40% -$597 ﹤0.01% 744
2025
Q4 		$1.55K Buy
+20
New +$1.53K ﹤0.01% 593

Other funds holding UNM

BlackRock
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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

Strive Financial Group's UNM Position: Q2 2026 in Review

Strive Financial Group held its Unum (UNM) position steady in Q2 2026 at 12 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Strive Financial Group first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55K in Q4 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Strive Financial Group held 12 shares of Unum worth $1.07K as of Q2 2026.
  • Strive Financial Group left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #699 holding.
  • Strive Financial Group first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Unum position peaked at $1.55K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.