Evergreen Advisors’s Unum UNM Stock Holding History

Evergreen 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	–	Sell	-1,000	Closed	-$73K	–	152
2026 Q1	$73K	Buy	+1,000	New	+$74.6K	0.02%	51

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

Evergreen Advisors's UNM Position: Q2 2026 in Review

Evergreen Advisors sold out of Unum (UNM) in Q2 2026, closing a stake of 1,000 shares — an estimated $73K sold.

Evergreen Advisors first reported a position in UNM in Q1 2026 and held it in 1 quarter. The position peaked at $73K in Q1 2026. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Evergreen Advisors reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 1,000 Unum shares in Q2 2026, an estimated $73K.
Evergreen Advisors first reported a position in Unum in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Unum position peaked at $73K in Q1 2026.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.