Wetzel Investment Advisors’s Unum UNM Stock Holding History

Wetzel Investment 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	$355K	Sell	3,975 -115	-3%	-$9.53K	0.12%	88
2026 Q1	$299K	Sell	4,090 -100	-2%	-$7.46K	0.12%	103
2025 Q4	$325K	Hold	4,190	–	–	0.13%	95
2025 Q3	$326K	Hold	4,190	–	–	0.14%	90
2025 Q2	$338K	Hold	4,190	–	–	0.15%	88
2025 Q1	$341K	Sell	4,190 -1,500	-26%	-$116K	0.17%	84
2024 Q4	$416K	Sell	5,690 -500	-8%	-$34.5K	0.21%	77
2024 Q3	$368K	Hold	6,190	–	–	0.19%	82
2024 Q2	$332K	Hold	6,190	–	–	0.19%	82
2024 Q1	$314K	Sell	6,190 -1,300	-17%	-$63.4K	0.19%	84
2023 Q4	$339K	Buy	+7,490	New	+$341K	0.21%	76

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wetzel Investment Advisors's UNM Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Unum (UNM) stake by 2.8% in Q2 2026, selling an estimated $9.53K and leaving 3,975 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #88.

Wetzel Investment Advisors first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $416K in Q4 2024. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Wetzel Investment Advisors held 3,975 shares of Unum worth $355K as of Q2 2026.
Wetzel Investment Advisors sold 115 Unum shares in Q2 2026, an estimated $9.53K.
Unum made up 0.12% of Wetzel Investment Advisors's portfolio in Q2 2026, its #88 holding.
Wetzel Investment Advisors first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Unum position peaked at $416K in Q4 2024.
388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.