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Wealth Enhancement Trust Services’s Unum UNM Stock Holding History

Wealth Enhancement Trust 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 		$8.94K Buy
+100
New +$8.29K ﹤0.01% 744

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Dimensional Fund Advisors
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Unum (UNM) in Q2 2026: 100 shares worth $8.94K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings.

590 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Wealth Enhancement Trust Services held 100 shares of Unum worth $8.94K as of Q2 2026.
  • Unum was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Unum made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #744 holding.
  • 590 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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