DT
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Diversified Trust’s Unum UNM Stock Holding History

Diversified 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 		$1.08M Buy
12,126
+8,811
+266% +$730K 0.02% 478
2026
Q1 		$242K Sell
3,315
-579
-15% -$43.2K ﹤0.01% 910
2025
Q4 		$302K Sell
3,894
-18
-0.5% -$1.38K 0.01% 828
2025
Q3 		$304K Buy
3,912
+550
+16% +$41.2K 0.01% 801
2025
Q2 		$272K Sell
3,362
-15,908
-83% -$1.26M 0.01% 782
2025
Q1 		$1.57M Buy
19,270
+16
+0.1% +$1.23K 0.04% 250
2024
Q4 		$1.41M Buy
19,254
+15,705
+443% +$1.08M 0.03% 293
2024
Q3 		$211K Buy
+3,549
New +$193K 0.01% 823
2024
Q1 		– Sell
-11,029
Closed -$499K – 932
2023
Q4 		$499K Sell
11,029
-306
-3% -$13.9K 0.02% 510
2023
Q3 		$558K Sell
11,335
-2,740
-19% -$134K 0.02% 430
2023
Q2 		$671K Buy
14,075
+548
+4% +$23.9K 0.02% 376
2023
Q1 		$535K Buy
13,527
+5,015
+59% +$207K 0.02% 445
2022
Q4 		$349K Sell
8,512
-2,413
-22% -$101K 0.01% 530
2022
Q3 		$424K Buy
10,925
+4,750
+77% +$174K 0.02% 444
2022
Q2 		$210K Buy
+6,175
New +$209K 0.01% 671
2015
Q3 		– Sell
-79,280
Closed -$2.83M – 452
2015
Q2 		$2.83M Buy
79,280
+20,750
+35% +$726K 0.27% 83
2015
Q1 		$1.97M Sell
58,530
-8,520
-13% -$283K 0.17% 137
2014
Q4 		$2.34M Buy
+67,050
New +$2.26M 0.21% 113
2014
Q2 		$1.78M Buy
+51,345
New +$1.75M 0.15% 171
2013
Q4 		$1.52M Buy
43,320
+4,475
+12% +$147K 0.16% 128
2013
Q3 		$1.18M Buy
38,845
+15,475
+66% +$475K 0.12% 170
2013
Q2 		$687K Buy
+23,370
New +$651K 0.08% 254

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's UNM Position: Q2 2026 in Review

Diversified Trust increased its Unum (UNM) stake by 266% in Q2 2026, buying an estimated $730K and bringing the position to 12,126 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #478.

Diversified Trust first reported a position in UNM in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.83M in Q2 2015. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Diversified Trust held 12,126 shares of Unum worth $1.08M as of Q2 2026.
  • Diversified Trust bought 8,811 Unum shares in Q2 2026, an estimated $730K.
  • Unum made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #478 holding.
  • Diversified Trust first reported a position in Unum in Q2 2013 and has held it in 22 quarters since.
  • Diversified Trust's Unum position peaked at $2.83M in Q2 2015.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.