Wealth Enhancement Advisory Services
UNM icon

Wealth Enhancement Advisory Services’s Unum UNM Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.66M Buy
55,711
+9,160
+20% +$759K 0.01% 1053
2026
Q1 		$3.45M Sell
46,551
-12,895
-22% -$962K 0.01% 1096
2025
Q4 		$4.68M Buy
59,446
+5,257
+10% +$402K 0.01% 1052
2025
Q3 		$4.24M Buy
54,189
+6,115
+13% +$458K 0.01% 1029
2025
Q2 		$3.95M Buy
48,074
+8,933
+23% +$706K 0.01% 1009
2025
Q1 		$3.19M Sell
39,141
-685
-2% -$52.8K 0.01% 1020
2024
Q4 		$2.91M Buy
39,826
+4,859
+14% +$335K 0.01% 1009
2024
Q3 		$2.08M Buy
34,967
+6,202
+22% +$337K ﹤0.01% 1030
2024
Q2 		$1.47M Buy
28,765
+4,823
+20% +$250K ﹤0.01% 1113
2024
Q1 		$1.28M Buy
23,942
+6
+0% +$293 ﹤0.01% 1124
2023
Q4 		$1.08M Sell
23,936
-261
-1% -$11.9K ﹤0.01% 1143
2023
Q3 		$1.19M Buy
+24,197
New +$1.18M ﹤0.01% 1029
2018
Q1 		– Sell
-19,460
Closed -$1.14M – 183
2017
Q4 		$1.14M Buy
+19,460
New +$1.04M 0.08% 102
2017
Q3 		– Sell
-52,498
Closed -$2.5M – 185
2017
Q2 		$2.5M Buy
+52,498
New +$2.41M 0.23% 55

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
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
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services's UNM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Unum (UNM) stake by 20% in Q2 2026, buying an estimated $759K and bringing the position to 55,711 shares worth $4.66M. The position accounts for 0.01% of the portfolio, ranked #1053.

Wealth Enhancement Advisory Services first reported a position in UNM in Q2 2017 and has held it in 14 quarters since. The position peaked at $4.68M in Q4 2025. 119 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 55,711 shares of Unum worth $4.66M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,160 Unum shares in Q2 2026, an estimated $759K.
  • Unum made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1053 holding.
  • Wealth Enhancement Advisory Services first reported a position in Unum in Q2 2017 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Unum position peaked at $4.68M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.