Waverly Advisors’s Unum UNM Stock Holding History

Waverly 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	$353K	Buy	+3,952	New	+$327K	﹤0.01%	1331
2014 Q1	–	Sell	-500	Closed	-$18K	–	826
2013 Q4	$18K	Hold	500	–	–	0.01%	473
2013 Q3	$15K	Buy	+500	New	+$15.4K	0.01%	399

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 $3.38T AUM 44.17% 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

Waverly Advisors's UNM Position: Q2 2026 in Review

Waverly Advisors opened a new position in Unum (UNM) in Q2 2026: 3,952 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in UNM as recently as Q4 2013.

Waverly Advisors first reported a position in UNM in Q3 2013 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Waverly Advisors held 3,952 shares of Unum worth $353K as of Q2 2026.
Unum was a new Waverly Advisors position in Q2 2026.
Unum made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1331 holding.
Waverly Advisors first reported a position in Unum in Q3 2013 and has held it in 3 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.