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Diversified Enterprises’s Unum UNM Stock Holding History

Diversified Enterprises’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 		$289K Sell
3,231
-90
-3% -$7.46K 0.01% 336
2026
Q1 		$243K Sell
3,321
-82
-2% -$6.12K 0.01% 363
2025
Q4 		$264K Buy
+3,403
New +$260K 0.02% 324

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Diversified Enterprises's UNM Position: Q2 2026 in Review

Diversified Enterprises reduced its Unum (UNM) stake by 2.7% in Q2 2026, selling an estimated $7.46K and leaving 3,231 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #336.

Diversified Enterprises first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Diversified Enterprises held 3,231 shares of Unum worth $289K as of Q2 2026.
  • Diversified Enterprises sold 90 Unum shares in Q2 2026, an estimated $7.46K.
  • Unum made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #336 holding.
  • Diversified Enterprises first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.