Wells Fargo’s Unum UNM Stock Holding History

Wells Fargo’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
2022 Q4	–	Sell	-8,300	Closed	-$322K	–	7742
2022 Q3	$322K	Buy	+8,300	New	+$304K	﹤0.01%	3967

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 $3.37T AUM 44.26% 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

Wells Fargo's UNM Position: Q2 2026 in Review

Wells Fargo increased its Unum (UNM) stake by 9.4% in Q2 2026, buying an estimated $768K and bringing the position to 107,564 shares worth $9.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Wells Fargo first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $45.9M in Q4 2017. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Wells Fargo held 107,564 shares of Unum worth $9.62M as of Q2 2026.
Wells Fargo bought 9,262 Unum shares in Q2 2026, an estimated $768K.
Unum made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2215 holding.
Wells Fargo first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
Wells Fargo's Unum position peaked at $45.9M in Q4 2017.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.