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Waterfront Wealth’s Unum UNM Stock Holding History

Waterfront Wealth’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 		$3.27M Sell
37,323
-64
-0.2% -$5.3K 0.51% 64
2026
Q1 		$2.73M Buy
37,387
+5,497
+17% +$410K 0.5% 61
2025
Q4 		$2.46M Buy
31,890
+12
+0% +$918 0.47% 62
2025
Q3 		$2.43M Buy
31,878
+2,528
+9% +$189K 0.5% 57
2025
Q2 		$2.37M Buy
29,350
+158
+0.5% +$12.5K 0.53% 52
2025
Q1 		$2.38M Sell
29,192
-94
-0.3% -$7.25K 0.58% 49
2024
Q4 		$2.14M Sell
29,286
-13,315
-31% -$918K 0.52% 50
2024
Q3 		$2.63M Buy
42,601
+8,617
+25% +$468K 0.65% 43
2024
Q2 		$1.74M Buy
33,984
+3,658
+12% +$189K 0.47% 58
2024
Q1 		$1.55M Buy
30,326
+1,421
+5% +$69.3K 0.43% 69
2023
Q4 		$1.31M Buy
28,905
+1,303
+5% +$59.3K 0.39% 73
2023
Q3 		$1.34M Buy
27,602
+969
+4% +$47.4K 0.44% 63
2023
Q2 		$1.3M Buy
26,633
+924
+4% +$40.3K 0.39% 76
2023
Q1 		$1.02M Buy
25,709
+1,640
+7% +$67.7K 0.33% 86
2022
Q4 		$1M Sell
24,069
-1,159
-5% -$48.6K 0.34% 90
2022
Q3 		$1.14M Buy
25,228
+1,236
+5% +$45.2K 0.43% 63
2022
Q2 		$816K Sell
23,992
-1,393
-5% -$47.1K 0.33% 87
2022
Q1 		$810K Buy
+25,385
New +$709K 0.29% 92

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Waterfront Wealth's UNM Position: Q2 2026 in Review

Waterfront Wealth reduced its Unum (UNM) stake by 0.17% in Q2 2026, selling an estimated $5.3K and leaving 37,323 shares worth $3.27M. The position accounts for 0.51% of the portfolio, ranked #64.

Waterfront Wealth first reported a position in UNM in Q1 2022 and has held it in 18 quarters since. 251 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Waterfront Wealth held 37,323 shares of Unum worth $3.27M as of Q2 2026.
  • Waterfront Wealth sold 64 Unum shares in Q2 2026, an estimated $5.3K.
  • Unum made up 0.51% of Waterfront Wealth's portfolio in Q2 2026, its #64 holding.
  • Waterfront Wealth first reported a position in Unum in Q1 2022 and has held it in 18 quarters since.
  • 251 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.