Colonial Trust’s Unum UNM Stock Holding History

Colonial Trust’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	$5.47K	Hold	59	–	–	﹤0.01%	847
2026 Q1	$4.31K	Buy	+59	New	+$4.4K	﹤0.01%	881
2025 Q2	–	Sell	-50	Closed	-$4.09K	–	1145
2025 Q1	$4.09K	Sell	50 -12	-19%	-$925	﹤0.01%	860
2024 Q4	$4.54K	Hold	62	–	–	﹤0.01%	1083
2024 Q3	$3.65K	Buy	+62	New	+$3.37K	﹤0.01%	918

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

Colonial Trust's UNM Position: Q2 2026 in Review

Colonial Trust held its Unum (UNM) position steady in Q2 2026 at 59 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Colonial Trust first reported a position in UNM in Q3 2024 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Colonial Trust held 59 shares of Unum worth $5.47K as of Q2 2026.
Colonial Trust left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #847 holding.
Colonial Trust first reported a position in Unum in Q3 2024 and has held it in 5 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.