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Great Diamond Partners’s Unum UNM Stock Holding History

Great Diamond 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 		$3.27M Sell
36,539
-1,211
-3% -$100K 0.56% 47
2026
Q1 		$2.76M Buy
37,750
+942
+3% +$70.3K 0.53% 53
2025
Q4 		$2.85M Buy
36,808
+259
+0.7% +$19.8K 0.55% 47
2025
Q3 		$2.84M Buy
36,549
+872
+2% +$65.3K 0.55% 45
2025
Q2 		$2.88M Buy
35,677
+384
+1% +$30.3K 0.61% 42
2025
Q1 		$2.87M Sell
35,293
-391
-1% -$30.1K 0.79% 32
2024
Q4 		$2.61M Sell
35,684
-182
-0.5% -$12.5K 0.67% 41
2024
Q3 		$2.13M Sell
35,866
-6,452
-15% -$350K 0.54% 51
2024
Q2 		$2.16M Sell
42,318
-275
-0.6% -$14.2K 0.51% 55
2024
Q1 		$2.29M Sell
42,593
-142
-0.3% -$6.92K 0.52% 56
2023
Q4 		$1.93M Buy
42,735
+1,134
+3% +$51.6K 0.48% 55
2023
Q3 		$2.05M Buy
41,601
+1,248
+3% +$61K 0.55% 53
2023
Q2 		$1.92M Sell
40,353
-170
-0.4% -$7.42K 0.51% 58
2023
Q1 		$1.6M Sell
40,523
-1,616
-4% -$66.7K 0.46% 55
2022
Q4 		$1.73M Buy
42,139
+28,885
+218% +$1.21M 0.53% 52
2022
Q3 		$514K Buy
13,254
+1,347
+11% +$49.3K 0.18% 117
2022
Q2 		$405K Buy
+11,907
New +$403K 0.13% 133
2020
Q1 		– Sell
-2,827
Closed -$82K – 575
2019
Q4 		$82K Buy
+2,827
New +$82.2K 0.03% 245

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

Great Diamond Partners's UNM Position: Q2 2026 in Review

Great Diamond Partners reduced its Unum (UNM) stake by 3.2% in Q2 2026, selling an estimated $100K and leaving 36,539 shares worth $3.27M. The position accounts for 0.56% of the portfolio, ranked #47.

Great Diamond Partners first reported a position in UNM in Q4 2019 and has held it in 18 quarters since. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Great Diamond Partners held 36,539 shares of Unum worth $3.27M as of Q2 2026.
  • Great Diamond Partners sold 1,211 Unum shares in Q2 2026, an estimated $100K.
  • Unum made up 0.56% of Great Diamond Partners's portfolio in Q2 2026, its #47 holding.
  • Great Diamond Partners first reported a position in Unum in Q4 2019 and has held it in 18 quarters since.
  • 266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.