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UNM icon

WealthCollab’s Unum UNM Stock Holding History

WealthCollab’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 		$33.1K Hold
370
– – 0.01% 307
2026
Q1 		$27K Hold
370
– – 0.01% 303
2025
Q4 		$28.7K Hold
370
– – 0.01% 308
2025
Q3 		$28.8K Hold
370
– – 0.01% 290
2025
Q2 		$29.9K Hold
370
– – 0.02% 261
2025
Q1 		$30.1K Hold
370
– – 0.02% 239
2024
Q4 		$27K Hold
370
– – 0.02% 255
2024
Q3 		$22K Hold
370
– – 0.01% 290
2024
Q2 		$18.9K Hold
370
– – 0.01% 297
2024
Q1 		$19.9K Sell
370
-227
-38% -$11.1K 0.01% 301
2023
Q4 		$27K Buy
+597
New +$27.2K 0.02% 220

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

WealthCollab's UNM Position: Q2 2026 in Review

WealthCollab held its Unum (UNM) position steady in Q2 2026 at 370 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #307.

WealthCollab first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • WealthCollab held 370 shares of Unum worth $33.1K as of Q2 2026.
  • WealthCollab left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.01% of WealthCollab's portfolio in Q2 2026, its #307 holding.
  • WealthCollab first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.