Wealthspire Advisors (New York)’s Unum UNM Stock Holding History

Wealthspire Advisors (New York)’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	$250K	Sell	2,794 -408	-13%	-$33.8K	﹤0.01%	1068
2026 Q1	$234K	Sell	3,202 -1,985	-38%	-$148K	﹤0.01%	805
2025 Q4	$402K	Buy	5,187 +3,335	+180%	+$255K	﹤0.01%	688
2025 Q3	$144K	Sell	1,852 -830	-31%	-$62.2K	﹤0.01%	902
2025 Q2	$217K	Buy	+2,682	New	+$212K	﹤0.01%	763
2021 Q2	–	Sell	-12,461	Closed	-$347K	–	650
2021 Q1	$347K	Buy	12,461 +1,165	+10%	+$30.2K	0.01%	510
2020 Q4	$259K	Buy	+11,296	New	+$234K	0.01%	484
2019 Q1	–	Sell	-205	Closed	-$6K	–	749
2018 Q4	$6K	Buy	+205	New	+$7.17K	﹤0.01%	626

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

Wealthspire Advisors (New York)'s UNM Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Unum (UNM) stake by 13% in Q2 2026, selling an estimated $33.8K and leaving 2,794 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Wealthspire Advisors (New York) first reported a position in UNM in Q4 2018 and has held it in 8 quarters since. The position peaked at $402K in Q4 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Wealthspire Advisors (New York) held 2,794 shares of Unum worth $250K as of Q2 2026.
Wealthspire Advisors (New York) sold 408 Unum shares in Q2 2026, an estimated $33.8K.
Unum made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1068 holding.
Wealthspire Advisors (New York) first reported a position in Unum in Q4 2018 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Unum position peaked at $402K in Q4 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.