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Venturi Wealth Management’s Unum UNM Stock Holding History

Venturi 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 		$220K Buy
+2,458
New +$204K 0.01% 583
2025
Q1 		– Sell
-1,206
Closed -$88.1K – 1762
2024
Q4 		$88.1K Buy
1,206
+278
+30% +$19.2K ﹤0.01% 833
2024
Q3 		$55.2K Buy
928
+86
+10% +$4.67K ﹤0.01% 734
2024
Q2 		$43K Sell
842
-104
-11% -$5.38K ﹤0.01% 713
2024
Q1 		$50.8K Buy
946
+742
+364% +$36.2K ﹤0.01% 506
2023
Q4 		$9.22K Buy
204
+41
+25% +$1.87K ﹤0.01% 891
2023
Q3 		$8.02K Buy
163
+143
+715% +$6.99K ﹤0.01% 851
2023
Q2 		$954 Buy
+20
New +$873 ﹤0.01% 1020

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

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

Venturi Wealth Management opened a new position in Unum (UNM) in Q2 2026: 2,458 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in UNM as recently as Q4 2024.

Venturi Wealth Management first reported a position in UNM in Q2 2023 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Venturi Wealth Management held 2,458 shares of Unum worth $220K as of Q2 2026.
  • Unum was a new Venturi Wealth Management position in Q2 2026.
  • Unum made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #583 holding.
  • Venturi Wealth Management first reported a position in Unum in Q2 2023 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.