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 Q3	$929K	Sell	10,595 -1,126	-10%	-$102K	0.69%	43
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return

Total Wealth Planning & Management's UNM Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Unum (UNM) stake by 9.6% in Q3 2026, selling an estimated $102K and leaving 10,595 shares worth $929K. The position accounts for 0.69% of the portfolio, ranked #43.

Total Wealth Planning & Management first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q2 2025. 508 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Total Wealth Planning & Management held 10,595 shares of Unum worth $929K as of Q3 2026.
Total Wealth Planning & Management sold 1,126 Unum shares in Q3 2026, an estimated $102K.
Unum made up 0.69% of Total Wealth Planning & Management's portfolio in Q3 2026, its #43 holding.
Total Wealth Planning & Management first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Unum position peaked at $2.53M in Q2 2025.
508 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.