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Blue Trust Inc’s Unum UNM Stock Holding History

Blue Trust Inc’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 		$272K Sell
3,044
-52
-2% -$4.31K ﹤0.01% 687
2026
Q1 		$226K Sell
3,096
-34
-1% -$2.54K ﹤0.01% 729
2025
Q4 		$243K Sell
3,130
-86
-3% -$6.58K ﹤0.01% 718
2025
Q3 		$250K Sell
3,216
-38
-1% -$2.85K ﹤0.01% 721
2025
Q2 		$263K Sell
3,254
-127
-4% -$10K ﹤0.01% 670
2025
Q1 		$275K Sell
3,381
-237
-7% -$18.3K ﹤0.01% 596
2024
Q4 		$264K Sell
3,618
-7,830
-68% -$540K ﹤0.01% 564
2024
Q3 		$585K Buy
11,448
+6,587
+136% +$358K 0.01% 406
2024
Q2 		$261K Buy
4,861
+3,086
+174% +$160K ﹤0.01% 606
2024
Q1 		$95.2K Sell
1,775
-1,246
-41% -$60.7K ﹤0.01% 731
2023
Q4 		$148K Buy
3,021
+1,526
+102% +$69.5K ﹤0.01% 547
2023
Q3 		$71K Buy
1,495
+336
+29% +$16.4K ﹤0.01% 739
2023
Q2 		$46K Sell
1,159
-3,404
-75% -$149K ﹤0.01% 723
2023
Q1 		$188K Buy
4,563
+1,636
+56% +$67.6K ﹤0.01% 566
2022
Q4 		$114K Buy
2,927
+1,436
+96% +$60.2K ﹤0.01% 624
2022
Q3 		$51K Buy
1,491
+1,038
+229% +$38K ﹤0.01% 745
2022
Q2 		$14K Buy
+453
New +$15.3K ﹤0.01% 1099

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

Blue Trust Inc's UNM Position: Q2 2026 in Review

Blue Trust Inc reduced its Unum (UNM) stake by 1.7% in Q2 2026, selling an estimated $4.31K and leaving 3,044 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Blue Trust Inc first reported a position in UNM in Q2 2022 and has held it in 17 quarters since. The position peaked at $585K in Q3 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Blue Trust Inc held 3,044 shares of Unum worth $272K as of Q2 2026.
  • Blue Trust Inc sold 52 Unum shares in Q2 2026, an estimated $4.31K.
  • Unum made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #687 holding.
  • Blue Trust Inc first reported a position in Unum in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Unum position peaked at $585K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.