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Harbour Investments’s Unum UNM Stock Holding History

Harbour Investments’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
Q1 		$74K Buy
1,013
+138
+16% +$10.3K ﹤0.01% 2123
2025
Q4 		$67.8K Sell
875
-7
-0.8% -$535 ﹤0.01% 1814
2025
Q3 		$68.6K Sell
882
-39
-4% -$2.92K ﹤0.01% 1747
2025
Q2 		$74.4K Buy
921
+17
+2% +$1.34K ﹤0.01% 1632
2025
Q1 		$73.7K Sell
904
-26
-3% -$2K ﹤0.01% 1590
2024
Q4 		$68K Buy
930
+108
+13% +$7.45K ﹤0.01% 1563
2024
Q3 		$48.9K Buy
822
+30
+4% +$1.63K ﹤0.01% 1662
2024
Q2 		$40.5K Buy
792
+4
+0.5% +$207 ﹤0.01% 1658
2024
Q1 		$42.3K Buy
788
+447
+131% +$21.8K ﹤0.01% 1609
2023
Q4 		$15.4K Sell
341
-36
-10% -$1.64K ﹤0.01% 1984
2023
Q3 		$18.6K Buy
377
+91
+32% +$4.45K ﹤0.01% 1772
2023
Q2 		$13.7K Hold
286
– – ﹤0.01% 1909
2023
Q1 		$11.3K Hold
286
– – ﹤0.01% 1959
2022
Q4 		$11.8K Buy
286
+255
+823% +$10.7K ﹤0.01% 1892
2022
Q3 		$1K Hold
31
– – ﹤0.01% 2669
2022
Q2 		$1K Buy
+31
New +$1.05K ﹤0.01% 2669

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Harbour Investments's UNM Position: Q1 2026 in Review

Harbour Investments increased its Unum (UNM) stake by 16% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,013 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Harbour Investments first reported a position in UNM in Q2 2022 and has held it in 16 quarters since. The position peaked at $74.4K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Harbour Investments held 1,013 shares of Unum worth $74K as of Q1 2026.
  • Harbour Investments bought 138 Unum shares in Q1 2026, an estimated $10.3K.
  • Unum made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2123 holding.
  • Harbour Investments first reported a position in Unum in Q2 2022 and has held it in 16 quarters since.
  • Harbour Investments's Unum position peaked at $74.4K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.