Twin Peaks Wealth Advisors’s Unum UNM Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-80	Closed	-$5.84K	–	2086
2026 Q1	$5.84K	Buy	+80	New	+$5.97K	﹤0.01%	1323
2025 Q3	–	Sell	-79	Closed	-$5.56K	–	2012
2025 Q2	$5.56K	Buy	+79	New	+$6.24K	﹤0.01%	1266

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

Twin Peaks Wealth Advisors's UNM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Unum (UNM) in Q2 2026, closing a stake of 80 shares — an estimated $5.84K sold.

Twin Peaks Wealth Advisors first reported a position in UNM in Q2 2025 and held it in 2 quarters. The position peaked at $5.84K in Q1 2026. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 80 Unum shares in Q2 2026, an estimated $5.84K.
Twin Peaks Wealth Advisors first reported a position in Unum in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Unum position peaked at $5.84K in Q1 2026.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.