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Wedbush Securities’s Unum UNM Stock Holding History

Wedbush Securities’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 		$404K Sell
4,519
-738
-14% -$61.2K 0.01% 805
2026
Q1 		$384K Buy
5,257
+43
+0.8% +$3.21K 0.01% 778
2025
Q4 		$404K Sell
5,214
-138
-3% -$10.6K 0.01% 750
2025
Q3 		$416K Sell
5,352
-847
-14% -$63.5K 0.01% 730
2025
Q2 		$501K Buy
6,199
+82
+1% +$6.48K 0.02% 626
2025
Q1 		$498K Buy
6,117
+771
+14% +$59.4K 0.02% 615
2024
Q4 		$390K Buy
+5,346
New +$369K 0.01% 701
2016
Q3 		– Sell
-7,566
Closed -$241K – 864
2016
Q2 		$241K Buy
+7,566
New +$256K 0.04% 554

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

Wedbush Securities's UNM Position: Q2 2026 in Review

Wedbush Securities reduced its Unum (UNM) stake by 14% in Q2 2026, selling an estimated $61.2K and leaving 4,519 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #805.

Wedbush Securities first reported a position in UNM in Q2 2016 and has held it in 8 quarters since. The position peaked at $501K in Q2 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Wedbush Securities held 4,519 shares of Unum worth $404K as of Q2 2026.
  • Wedbush Securities sold 738 Unum shares in Q2 2026, an estimated $61.2K.
  • Unum made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #805 holding.
  • Wedbush Securities first reported a position in Unum in Q2 2016 and has held it in 8 quarters since.
  • Wedbush Securities's Unum position peaked at $501K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.