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Whipplewood Advisors’s Unum UNM Stock Holding History

Whipplewood 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 		$5.81K Sell
65
-38
-37% -$3.15K ﹤0.01% 302
2026
Q1 		$7.52K Buy
+103
New +$7.69K ﹤0.01% 537
2025
Q3 		– Sell
-228
Closed -$18.4K – 1115
2025
Q2 		$18.4K Buy
228
+178
+356% +$14.1K 0.01% 477
2025
Q1 		$24.8K Sell
50
-255
-84% -$19.7K 0.01% 417
2024
Q4 		$22.3K Buy
+305
New +$21K 0.01% 432

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

Whipplewood Advisors's UNM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Unum (UNM) stake by 37% in Q2 2026, selling an estimated $3.15K and leaving 65 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Whipplewood Advisors first reported a position in UNM in Q4 2024 and has held it in 5 quarters since. The position peaked at $24.8K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Whipplewood Advisors held 65 shares of Unum worth $5.81K as of Q2 2026.
  • Whipplewood Advisors sold 38 Unum shares in Q2 2026, an estimated $3.15K.
  • Unum made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #302 holding.
  • Whipplewood Advisors first reported a position in Unum in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Unum position peaked at $24.8K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.