Winch Advisory Services’s Unum UNM Stock Holding History

Winch Advisory Services’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	$1.67K	Hold	19	–	–	﹤0.01%	484
2026 Q1	$1.35K	Buy	19 +1	+6%	+$75	﹤0.01%	450
2025 Q4	$1.43K	Hold	18	–	–	﹤0.01%	442
2025 Q3	$1.42K	Hold	18	–	–	﹤0.01%	448
2025 Q2	$1.47K	Hold	18	–	–	﹤0.01%	432
2025 Q1	$1.47K	Hold	18	–	–	﹤0.01%	430
2024 Q4	$1.31K	Buy	+18	New	+$1.24K	﹤0.01%	466

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

Winch Advisory Services's UNM Position: Q2 2026 in Review

Winch Advisory Services held its Unum (UNM) position steady in Q2 2026 at 19 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Winch Advisory Services first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Winch Advisory Services held 19 shares of Unum worth $1.67K as of Q2 2026.
Winch Advisory Services left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #484 holding.
Winch Advisory Services first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.