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Ballentine Partners’s Unum UNM Stock Holding History

Ballentine Partners’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 		$713K Buy
7,971
+895
+13% +$74.2K 0.01% 452
2026
Q1 		$517K Buy
7,076
+2,752
+64% +$205K 0.01% 519
2025
Q4 		$335K Sell
4,324
-200
-4% -$15.3K ﹤0.01% 671
2025
Q3 		$352K Sell
4,524
-27
-0.6% -$2.02K ﹤0.01% 643
2025
Q2 		$368K Sell
4,551
-1,519
-25% -$120K 0.01% 605
2025
Q1 		$494K Sell
6,070
-823
-12% -$63.4K 0.01% 450
2024
Q4 		$503K Buy
6,893
+87
+1% +$6K 0.01% 422
2024
Q3 		$405K Buy
6,806
+452
+7% +$24.5K 0.01% 486
2024
Q2 		$325K Buy
6,354
+52
+0.8% +$2.69K 0.01% 532
2024
Q1 		$338K Sell
6,302
-122
-2% -$5.95K 0.01% 501
2023
Q4 		$290K Sell
6,424
-905
-12% -$41.2K 0.01% 509
2023
Q3 		$361K Buy
7,329
+517
+8% +$25.3K 0.01% 394
2023
Q2 		$325K Buy
6,812
+504
+8% +$22K 0.01% 433
2023
Q1 		$250K Sell
6,308
-344
-5% -$14.2K 0.01% 463
2022
Q4 		$273K Sell
6,652
-597
-8% -$25K 0.01% 401
2022
Q3 		$282K Buy
7,249
+865
+14% +$31.6K 0.01% 355
2022
Q2 		$217K Sell
6,384
-2,170
-25% -$73.4K 0.01% 387
2022
Q1 		$269K Buy
8,554
+388
+5% +$10.8K 0.01% 374
2021
Q4 		$201K Buy
+8,166
New +$209K 0.01% 452
2021
Q3 		– Sell
-7,918
Closed -$225K – 436
2021
Q2 		$225K Buy
7,918
+28
+0.4% +$823 0.01% 380
2021
Q1 		$220K Buy
+7,890
New +$205K 0.01% 360

Other funds holding UNM

Swedbank
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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ballentine Partners's UNM Position: Q2 2026 in Review

Ballentine Partners increased its Unum (UNM) stake by 13% in Q2 2026, buying an estimated $74.2K and bringing the position to 7,971 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #452.

Ballentine Partners first reported a position in UNM in Q1 2021 and has held it in 21 quarters since. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ballentine Partners held 7,971 shares of Unum worth $713K as of Q2 2026.
  • Ballentine Partners bought 895 Unum shares in Q2 2026, an estimated $74.2K.
  • Unum made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #452 holding.
  • Ballentine Partners first reported a position in Unum in Q1 2021 and has held it in 21 quarters since.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.