Freestone Grove Partners’s Unum UNM Stock Holding History

Freestone Grove Partners’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	$49.1M	Buy	548,830 +171,769	+46%	+$14.2M	0.32%	88
2026 Q1	$27.5M	Buy	377,061 +95,530	+34%	+$7.13M	0.19%	171
2025 Q4	$21.8M	Buy	281,531 +5,680	+2%	+$434K	0.16%	196
2025 Q3	$21.5M	Sell	275,851 -315,774	-53%	-$23.7M	0.16%	197
2025 Q2	$47.8M	Sell	591,625 -489,571	-45%	-$38.7M	0.36%	102
2025 Q1	$88.1M	Buy	1,081,196 +189,834	+21%	+$14.6M	0.91%	15
2024 Q4	$65.1M	Buy	+891,362	New	+$61.5M	0.8%	22

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

Freestone Grove Partners's UNM Position: Q2 2026 in Review

Freestone Grove Partners increased its Unum (UNM) stake by 46% in Q2 2026, buying an estimated $14.2M and bringing the position to 548,830 shares worth $49.1M. The position accounts for 0.32% of the portfolio, ranked #88.

Freestone Grove Partners first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $88.1M in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Freestone Grove Partners held 548,830 shares of Unum worth $49.1M as of Q2 2026.
Freestone Grove Partners bought 171,769 Unum shares in Q2 2026, an estimated $14.2M.
Unum made up 0.32% of Freestone Grove Partners's portfolio in Q2 2026, its #88 holding.
Freestone Grove Partners first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
Freestone Grove Partners's Unum position peaked at $88.1M in Q1 2025.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.