Claro Advisors’s Unum UNM Stock Holding History

Claro Advisors’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	$247K	Sell	2,760 -236	-8%	-$19.6K	0.03%	459
2026 Q1	$219K	Buy	+2,996	New	+$224K	0.03%	463
2019 Q1	–	Sell	-3,677	Closed	-$144K	–	889
2018 Q4	$144K	Buy	+3,677	New	+$129K	0.12%	172

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 $3.37T AUM 44.26% 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

Claro Advisors's UNM Position: Q2 2026 in Review

Claro Advisors reduced its Unum (UNM) stake by 7.9% in Q2 2026, selling an estimated $19.6K and leaving 2,760 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #459.

Claro Advisors first reported a position in UNM in Q4 2018 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Claro Advisors held 2,760 shares of Unum worth $247K as of Q2 2026.
Claro Advisors sold 236 Unum shares in Q2 2026, an estimated $19.6K.
Unum made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #459 holding.
Claro Advisors first reported a position in Unum in Q4 2018 and has held it in 3 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.