D.J. St. Germain’s Unum UNM Stock Holding History

D.J. St. Germain’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	$114K	Hold	1,277	–	–	﹤0.01%	355
2026 Q1	$93.3K	Buy	1,277 +667	+109%	+$49.8K	﹤0.01%	374
2025 Q4	$47.3K	Hold	610	–	–	﹤0.01%	477
2025 Q3	$47.4K	Hold	610	–	–	﹤0.01%	475
2025 Q2	$49.3K	Buy	+610	New	+$48.2K	﹤0.01%	466

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

D.J. St. Germain's UNM Position: Q2 2026 in Review

D.J. St. Germain held its Unum (UNM) position steady in Q2 2026 at 1,277 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

D.J. St. Germain first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

D.J. St. Germain held 1,277 shares of Unum worth $114K as of Q2 2026.
D.J. St. Germain left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #355 holding.
D.J. St. Germain first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.