Halbert Hargrove Global Advisors
UNM icon

Halbert Hargrove Global Advisors’s Unum UNM Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-5
Closed -$418 – 682
2026
Q2 		$418 Buy
+5
New +$414 ﹤0.01% 559

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Halbert Hargrove Global Advisors's UNM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Unum (UNM) in Q3 2026, closing a stake of 5 shares — an estimated $418 sold.

Halbert Hargrove Global Advisors first reported a position in UNM in Q2 2026 and held it in 1 quarter. The position peaked at $418 in Q2 2026. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Unum position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 5 Unum shares in Q3 2026, an estimated $418.
  • Halbert Hargrove Global Advisors first reported a position in Unum in Q2 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Unum position peaked at $418 in Q2 2026.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.