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Dumont & Blake Investment Advisors’s Unum UNM Stock Holding History

Dumont & Blake Investment Advisors’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 		$686K Sell
7,668
-400
-5% -$33.1K 0.15% 124
2026
Q1 		$589K Sell
8,068
-36
-0.4% -$2.69K 0.15% 134
2025
Q4 		$628K Sell
8,104
-329
-4% -$25.2K 0.15% 131
2025
Q3 		$656K Sell
8,433
-72
-0.8% -$5.39K 0.16% 130
2025
Q2 		$687K Sell
8,505
-2,605
-23% -$206K 0.18% 122
2025
Q1 		$905K Sell
11,110
-80
-0.7% -$6.17K 0.25% 96
2024
Q4 		$817K Sell
11,190
-1,732
-13% -$119K 0.22% 104
2024
Q3 		$768K Sell
12,922
-12,922
-50% -$702K 0.2% 115
2024
Q2 		$1.32M Buy
25,844
+12,962
+101% +$671K 0.19% 124
2024
Q1 		$691K Sell
12,882
-148
-1% -$7.22K 0.2% 114
2023
Q4 		$589K Sell
13,030
-180
-1% -$8.2K 0.18% 124
2023
Q3 		$650K Sell
13,210
-110
-0.8% -$5.38K 0.22% 113
2023
Q2 		$635K Sell
13,320
-350
-3% -$15.3K 0.21% 114
2023
Q1 		$541K Sell
13,670
-177
-1% -$7.31K 0.18% 123
2022
Q4 		$568K Sell
13,847
-885
-6% -$37.1K 0.2% 117
2022
Q3 		$572K Sell
14,732
-1,272
-8% -$46.5K 0.21% 114
2022
Q2 		$544K Sell
16,004
-2,077
-11% -$70.3K 0.18% 129
2022
Q1 		$570K Sell
18,081
-1,318
-7% -$36.8K 0.16% 137
2021
Q4 		$477K Buy
19,399
+474
+3% +$12.1K 0.12% 143
2021
Q3 		$474K Buy
18,925
+730
+4% +$19.3K 0.14% 140
2021
Q2 		$517K Buy
18,195
+985
+6% +$28.9K 0.15% 135
2021
Q1 		$479K Sell
17,210
-15
-0.1% -$389 0.15% 132
2020
Q4 		$395K Buy
17,225
+105
+0.6% +$2.17K 0.14% 135
2020
Q3 		$288K Buy
17,120
+1,475
+9% +$26.2K 0.11% 146
2020
Q2 		$260K Buy
15,645
+2,320
+17% +$36.6K 0.11% 148
2020
Q1 		$200K Buy
+13,325
New +$321K 0.1% 152

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dumont & Blake Investment Advisors's UNM Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Unum (UNM) stake by 5% in Q2 2026, selling an estimated $33.1K and leaving 7,668 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #124.

Dumont & Blake Investment Advisors first reported a position in UNM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.32M in Q2 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Dumont & Blake Investment Advisors held 7,668 shares of Unum worth $686K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 400 Unum shares in Q2 2026, an estimated $33.1K.
  • Unum made up 0.15% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Dumont & Blake Investment Advisors first reported a position in Unum in Q1 2020 and has held it in 26 quarters since.
  • Dumont & Blake Investment Advisors's Unum position peaked at $1.32M in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.