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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Clean Yield Group's UNM Position: Q1 2026 in Review

Clean Yield Group held its Unum (UNM) position steady in Q1 2026 at 26 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Clean Yield Group first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.12K in Q1 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Clean Yield Group held 26 shares of Unum worth $1.9K as of Q1 2026.
  • Clean Yield Group left its Unum share count unchanged in Q1 2026.
  • Unum made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #367 holding.
  • Clean Yield Group first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
  • Clean Yield Group's Unum position peaked at $2.12K in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.