TWM
UNM icon

Tripletail Wealth Management’s Unum UNM Stock Holding History

Tripletail 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 		$407K Hold
4,404
– – 0.47% 47
2026
Q1 		$327K Sell
4,404
-300
-6% -$22.4K 0.45% 48
2025
Q4 		$365K Sell
4,704
-492
-9% -$37.6K 0.46% 46
2025
Q3 		$412K Sell
5,196
-106
-2% -$7.94K 0.49% 43
2025
Q2 		$368K Buy
+5,302
New +$419K 0.52% 44

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

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

Tripletail Wealth Management held its Unum (UNM) position steady in Q2 2026 at 4,404 shares worth $407K. The position accounts for 0.47% of the portfolio, ranked #47.

Tripletail Wealth Management first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $412K in Q3 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Tripletail Wealth Management held 4,404 shares of Unum worth $407K as of Q2 2026.
  • Tripletail Wealth Management left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.47% of Tripletail Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Tripletail Wealth Management first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
  • Tripletail Wealth Management's Unum position peaked at $412K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.