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Barrett & Company’s Unum UNM Stock Holding History

Barrett & Company’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 		$35.4K Hold
396
– – 0.01% 355
2026
Q1 		$28.9K Hold
396
– – 0.01% 349
2025
Q4 		$30.7K Hold
396
– – 0.01% 348
2025
Q3 		$30.8K Hold
396
– – 0.01% 350
2025
Q2 		$32K Hold
396
– – 0.01% 355
2025
Q1 		$32.3K Hold
396
– – 0.01% 323
2024
Q4 		$28.9K Buy
396
+297
+300% +$20.5K 0.01% 339
2024
Q3 		$5.88K Hold
99
– – ﹤0.01% 469
2024
Q2 		$5.06K Hold
99
– – ﹤0.01% 485
2024
Q1 		$5.31K Hold
99
– – ﹤0.01% 485
2023
Q4 		$4.48K Buy
+99
New +$4.51K ﹤0.01% 481

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

Barrett & Company's UNM Position: Q2 2026 in Review

Barrett & Company held its Unum (UNM) position steady in Q2 2026 at 396 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #355.

Barrett & Company first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Barrett & Company held 396 shares of Unum worth $35.4K as of Q2 2026.
  • Barrett & Company left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #355 holding.
  • Barrett & Company first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.