TWD
UNM icon

True Wealth Design’s Unum UNM Stock Holding History

True Wealth Design’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 		$86.7K Buy
970
+376
+63% +$31.2K 0.02% 297
2026
Q1 		$43.4K Sell
594
-14
-2% -$1.04K 0.01% 448
2025
Q4 		$47.1K Buy
608
+21
+4% +$1.61K 0.01% 351
2025
Q3 		$45.7K Buy
587
+156
+36% +$11.7K 0.01% 342
2025
Q2 		$34.8K Buy
431
+48
+13% +$3.79K 0.01% 261
2025
Q1 		$31.2K Buy
383
+85
+29% +$6.55K 0.01% 269
2024
Q4 		$21.8K Buy
298
+21
+8% +$1.45K 0.01% 312
2024
Q3 		$16.5K Buy
+277
New +$15K 0.01% 350

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 $3.37T 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

True Wealth Design's UNM Position: Q2 2026 in Review

True Wealth Design increased its Unum (UNM) stake by 63% in Q2 2026, buying an estimated $31.2K and bringing the position to 970 shares worth $86.7K. The position accounts for 0.02% of the portfolio, ranked #297.

True Wealth Design first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • True Wealth Design held 970 shares of Unum worth $86.7K as of Q2 2026.
  • True Wealth Design bought 376 Unum shares in Q2 2026, an estimated $31.2K.
  • Unum made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #297 holding.
  • True Wealth Design first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.