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Arlington Trust’s Unum UNM Stock Holding History

Arlington Trust’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 		$1.88K Hold
21
– – ﹤0.01% 673
2026
Q1 		$1.53K Buy
+21
New +$1.57K ﹤0.01% 680
2025
Q4 		– Sell
-774
Closed -$60.2K – 622
2025
Q3 		$60.2K Hold
774
– – 0.01% 337
2025
Q2 		$62.5K Hold
774
– – 0.01% 329
2025
Q1 		$63K Hold
774
– – 0.01% 327
2024
Q4 		$56.5K Hold
774
– – 0.01% 332
2024
Q3 		$46K Hold
774
– – 0.01% 341
2024
Q2 		$39.6K Hold
774
– – 0.01% 348
2024
Q1 		$41.5K Sell
774
-52
-6% -$2.54K 0.01% 296
2023
Q4 		$37.4K Buy
826
+52
+7% +$2.37K 0.01% 305
2023
Q3 		$38.1K Buy
+774
New +$37.8K 0.02% 147

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

Arlington Trust's UNM Position: Q2 2026 in Review

Arlington Trust held its Unum (UNM) position steady in Q2 2026 at 21 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Arlington Trust first reported a position in UNM in Q3 2023 and has held it in 11 quarters since. The position peaked at $63K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Arlington Trust held 21 shares of Unum worth $1.88K as of Q2 2026.
  • Arlington Trust left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #673 holding.
  • Arlington Trust first reported a position in Unum in Q3 2023 and has held it in 11 quarters since.
  • Arlington Trust's Unum position peaked at $63K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.