VWA
UNM icon

Valued Wealth Advisors’s Unum UNM Stock Holding History

Valued 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 		$2.63K Buy
29
+2
+7% +$166 ﹤0.01% 607
2026
Q1 		$2K Buy
27
+16
+145% +$1.19K ﹤0.01% 571
2025
Q4 		$876 Sell
11
-1
-8% -$76 ﹤0.01% 481
2025
Q3 		$952 Buy
12
+1
+9% +$75 ﹤0.01% 463
2025
Q2 		$902 Hold
11
– – ﹤0.01% 459
2025
Q1 		$905 Hold
11
– – ﹤0.01% 497
2024
Q4 		$807 Sell
11
-11
-50% -$758 ﹤0.01% 502
2024
Q3 		$1.31K Hold
22
– – ﹤0.01% 420
2024
Q2 		$1.13K Sell
22
-9
-29% -$466 ﹤0.01% 431
2024
Q1 		$1.66K Buy
31
+18
+138% +$878 ﹤0.01% 381
2023
Q4 		$640 Buy
+13
New +$592 ﹤0.01% 415

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Valued Wealth Advisors's UNM Position: Q2 2026 in Review

Valued Wealth Advisors increased its Unum (UNM) stake by 7.4% in Q2 2026, buying an estimated $166 and bringing the position to 29 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Valued Wealth Advisors first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. 169 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Valued Wealth Advisors held 29 shares of Unum worth $2.63K as of Q2 2026.
  • Valued Wealth Advisors bought 2 Unum shares in Q2 2026, an estimated $166.
  • Unum made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #607 holding.
  • Valued Wealth Advisors first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • 169 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.