CYG
UNM icon

Clean Yield Group’s Unum UNM Stock Holding History

Clean Yield Group’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 		$2.32K Hold
26
– – ﹤0.01% 373
2026
Q1 		$1.9K Hold
26
– – ﹤0.01% 367
2025
Q4 		$2.02K Hold
26
– – ﹤0.01% 378
2025
Q3 		$2.02K Hold
26
– – ﹤0.01% 379
2025
Q2 		$2.1K Hold
26
– – ﹤0.01% 362
2025
Q1 		$2.12K Hold
26
– – ﹤0.01% 382
2024
Q4 		$1.9K Hold
26
– – ﹤0.01% 410
2024
Q3 		$1.54K Buy
+26
New +$1.41K ﹤0.01% 429

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

Clean Yield Group's UNM Position: Q2 2026 in Review

Clean Yield Group held its Unum (UNM) position steady in Q2 2026 at 26 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Clean Yield Group first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Clean Yield Group held 26 shares of Unum worth $2.32K as of Q2 2026.
  • Clean Yield Group left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #373 holding.
  • Clean Yield Group first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.