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Wealth Preservation Advisors’s Unum UNM Stock Holding History

Wealth Preservation 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 		– Sell
-175
Closed -$12.8K – 897
2026
Q1 		$12.8K Sell
175
-112
-39% -$8.36K 0.01% 377
2025
Q4 		$22.2K Hold
287
– – 0.01% 253
2025
Q3 		$22.3K Hold
287
– – 0.01% 245
2025
Q2 		$23.2K Sell
287
-357
-55% -$28.2K 0.01% 238
2025
Q1 		$52.4K Buy
+644
New +$49.6K 0.04% 181

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

Wealth Preservation Advisors's UNM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Unum (UNM) in Q2 2026, closing a stake of 175 shares — an estimated $12.8K sold.

Wealth Preservation Advisors first reported a position in UNM in Q1 2025 and held it in 5 quarters. The position peaked at $52.4K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 175 Unum shares in Q2 2026, an estimated $12.8K.
  • Wealth Preservation Advisors first reported a position in Unum in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Unum position peaked at $52.4K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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