Ponta Wealth Partners »

Unum shares owned by Ponta Wealth Partners

Quarter-by-quarter ownership of Unum (UNM) shares owned by Ponta Wealth Partners from 13F filings

Historical chart of Ponta Wealth Partners investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Ponta Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unum by Ponta Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 2.2k 89.40

More positions owned by Ponta Wealth Partners

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Advanced Micro Devices (AMD)
Visa Com Cl A (V)
Eli Lilly & Co. (LLY)

View all positions for Ponta Wealth Partners

Top funds holding Unum

BlackRock
Norges Bank Investment Management
Vanguard Portfolio Management
FMR
Vanguard Capital Management
TOMS Capital Investment Management
State Street Corporation
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
AQR Capital Management
LSV Asset Management
Goldman Sachs Group
First Trust Advisors
Qube Research & Technologies

View all funds holding Unum