Westfuller Advisors’s Unum UNM Stock Holding History

Westfuller 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	$123K	Sell	1,381 -33	-2%	-$2.73K	0.05%	204
2026 Q1	$103K	Buy	1,414 +39	+3%	+$2.91K	0.04%	197
2025 Q4	$107K	Sell	1,375 -52	-4%	-$3.98K	0.04%	215
2025 Q3	$111K	Buy	+1,427	New	+$107K	0.05%	208

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

Westfuller Advisors's UNM Position: Q2 2026 in Review

Westfuller Advisors reduced its Unum (UNM) stake by 2.3% in Q2 2026, selling an estimated $2.73K and leaving 1,381 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #204.

Westfuller Advisors first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Westfuller Advisors held 1,381 shares of Unum worth $123K as of Q2 2026.
Westfuller Advisors sold 33 Unum shares in Q2 2026, an estimated $2.73K.
Unum made up 0.05% of Westfuller Advisors's portfolio in Q2 2026, its #204 holding.
Westfuller Advisors first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.