Toth Financial Advisory’s Unum UNM Stock Holding History

Toth Financial Advisory’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	$229K	Hold	2,559	–	–	0.02%	224
2026 Q1	$187K	Hold	2,559	–	–	0.02%	224
2025 Q4	$198K	Hold	2,559	–	–	0.02%	219
2025 Q3	$199K	Sell	2,559 -281	-10%	-$21.1K	0.02%	218
2025 Q2	$229K	Sell	2,840 -80	-3%	-$6.32K	0.03%	200
2025 Q1	$238K	Sell	2,920 -330	-10%	-$25.4K	0.03%	198
2024 Q4	$237K	Sell	3,250 -228	-7%	-$15.7K	0.03%	198
2024 Q3	$207K	Hold	3,478	–	–	0.02%	200
2024 Q2	$178K	Hold	3,478	–	–	0.02%	203
2024 Q1	$187K	Hold	3,478	–	–	0.02%	202
2023 Q4	$157K	Sell	3,478 -1,280	-27%	-$58.3K	0.02%	215
2023 Q3	$234K	Hold	4,758	–	–	0.04%	185
2023 Q2	$227K	Hold	4,758	–	–	0.03%	187
2023 Q1	$188K	Buy	4,758 +25	+0.5%	+$1.03K	0.03%	190
2022 Q4	$194K	Hold	4,733	–	–	0.03%	187
2022 Q3	$184K	Sell	4,733 -440	-9%	-$16.1K	0.03%	171
2022 Q2	$176K	Buy	5,173 +50	+1%	+$1.69K	0.03%	180
2022 Q1	$161K	Buy	5,123 +1,430	+39%	+$40K	0.02%	198
2021 Q4	$91K	Hold	3,693	–	–	0.01%	243
2021 Q3	$93K	Sell	3,693 -310	-8%	-$8.21K	0.01%	248
2021 Q2	$114K	Buy	4,003 +97	+2%	+$2.85K	0.02%	214
2021 Q1	$109K	Buy	3,906 +666	+21%	+$17.3K	0.02%	229
2020 Q4	$74K	Buy	3,240 +373	+13%	+$7.71K	0.01%	233
2020 Q3	$48K	Buy	2,867 +2,597	+962%	+$46.2K	0.01%	244
2020 Q2	$4K	Buy	+270	New	+$4.26K	﹤0.01%	432

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

Toth Financial Advisory's UNM Position: Q2 2026 in Review

Toth Financial Advisory held its Unum (UNM) position steady in Q2 2026 at 2,559 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #224.

Toth Financial Advisory first reported a position in UNM in Q2 2020 and has held it in 25 quarters since. The position peaked at $238K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Toth Financial Advisory held 2,559 shares of Unum worth $229K as of Q2 2026.
Toth Financial Advisory left its Unum share count unchanged in Q2 2026.
Unum made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #224 holding.
Toth Financial Advisory first reported a position in Unum in Q2 2020 and has held it in 25 quarters since.
Toth Financial Advisory's Unum position peaked at $238K in Q1 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.