Total Wealth Planning & Management’s Unum UNM Stock Holding History

Total Wealth Planning & 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	$1.05M	Buy	11,721 +3,728	+47%	+$309K	0.71%	40
2026 Q1	$584K	Buy	7,993 +5	+0.1%	+$373	0.43%	77
2025 Q4	$619K	Buy	+7,988	New	+$611K	0.46%	62
2025 Q2	$2.53M	Buy	31,373 +2,309	+8%	+$182K	2.05%	5
2025 Q1	$2.37M	Sell	29,064 -911	-3%	-$70.2K	2.25%	4
2024 Q4	$2.19M	Buy	+29,975	New	+$2.07M	1.99%	6

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

Total Wealth Planning & Management's UNM Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Unum (UNM) stake by 47% in Q2 2026, buying an estimated $309K and bringing the position to 11,721 shares worth $1.05M. The position accounts for 0.71% of the portfolio, ranked #40.

Total Wealth Planning & Management first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.53M in Q2 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Total Wealth Planning & Management held 11,721 shares of Unum worth $1.05M as of Q2 2026.
Total Wealth Planning & Management bought 3,728 Unum shares in Q2 2026, an estimated $309K.
Unum made up 0.71% of Total Wealth Planning & Management's portfolio in Q2 2026, its #40 holding.
Total Wealth Planning & Management first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Unum position peaked at $2.53M in Q2 2025.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.