Brown, Lisle/Cummings’s Unum UNM Stock Holding History

Brown, Lisle/Cummings’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	–	Sell	-6	Closed	-$438	–	1075
2026 Q1	$438	Buy	+6	New	+$448	﹤0.01%	994
2023 Q4	–	Sell	-250	Closed	-$12.3K	–	580
2023 Q3	$12.3K	Buy	+250	New	+$12.2K	0.01%	383
2022 Q4	–	Sell	-5,400	Closed	-$210K	–	531
2022 Q3	$210K	Sell	5,400 -1,600	-23%	-$58.5K	0.12%	144
2022 Q2	$238K	Sell	7,000 -1,025	-13%	-$34.7K	0.13%	142
2022 Q1	$253K	Buy	8,025 +1,650	+26%	+$46.1K	0.12%	153
2021 Q4	$157K	Buy	+6,375	New	+$163K	0.08%	178

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Brown, Lisle/Cummings's UNM Position: Q2 2026 in Review

Brown, Lisle/Cummings sold out of Unum (UNM) in Q2 2026, closing a stake of 6 shares — an estimated $438 sold.

Brown, Lisle/Cummings first reported a position in UNM in Q4 2021 and held it in 6 quarters. The position peaked at $253K in Q1 2022. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Brown, Lisle/Cummings reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Brown, Lisle/Cummings sold 6 Unum shares in Q2 2026, an estimated $438.
Brown, Lisle/Cummings first reported a position in Unum in Q4 2021 and held it in 6 quarters.
Brown, Lisle/Cummings's Unum position peaked at $253K in Q1 2022.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.