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HM Payson & Co’s Unum UNM Stock Holding History

HM Payson & Co’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 		$1.06M Buy
11,854
+822
+7% +$68.1K 0.01% 223
2026
Q1 		$806K Sell
11,032
-357
-3% -$26.6K 0.01% 251
2025
Q4 		$883K Sell
11,389
-598
-5% -$45.7K 0.01% 234
2025
Q3 		$932K Buy
11,987
+976
+9% +$73.1K 0.01% 229
2025
Q2 		$889K Sell
11,011
-136
-1% -$10.7K 0.01% 224
2025
Q1 		$908K Buy
11,147
+225
+2% +$17.3K 0.02% 222
2024
Q4 		$798K Hold
10,922
– – 0.01% 231
2024
Q3 		$649K Sell
10,922
-135
-1% -$7.33K 0.01% 258
2024
Q2 		$565K Sell
11,057
-150
-1% -$7.76K 0.01% 261
2024
Q1 		$601K Hold
11,207
– – 0.01% 260
2023
Q4 		$507K Buy
11,207
+307
+3% +$14K 0.01% 271
2023
Q3 		$536K Buy
10,900
+1,070
+11% +$52.3K 0.01% 254
2023
Q2 		$469K Hold
9,830
– – 0.01% 268
2023
Q1 		$389K Hold
9,830
– – 0.01% 281
2022
Q4 		$403K Sell
9,830
-200
-2% -$8.38K 0.01% 272
2022
Q3 		$389K Hold
10,030
– – 0.01% 272
2022
Q2 		$341K Hold
10,030
– – 0.01% 297
2022
Q1 		$316K Buy
10,030
+400
+4% +$11.2K 0.01% 327
2021
Q4 		$237K Buy
9,630
+500
+5% +$12.8K 0.01% 381
2021
Q3 		$229K Hold
9,130
– – 0.01% 376
2021
Q2 		$259K Sell
9,130
-84
-0.9% -$2.47K 0.01% 363
2021
Q1 		$256K Buy
9,214
+84
+0.9% +$2.18K 0.01% 359
2020
Q4 		$209K Sell
9,130
-800
-8% -$16.5K 0.01% 375
2020
Q3 		$167K Hold
9,930
– – 0.01% 385
2020
Q2 		$165K Sell
9,930
-1,595
-14% -$25.2K 0.01% 368
2020
Q1 		$173K Sell
11,525
-1,632
-12% -$39.3K 0.01% 342
2019
Q4 		$384K Hold
13,157
– – 0.01% 290
2019
Q3 		$391K Hold
13,157
– – 0.01% 291
2019
Q2 		$441K Hold
13,157
– – 0.02% 279
2019
Q1 		$445K Buy
+13,157
New +$458K 0.02% 210
2018
Q4 		– Sell
-12,503
Closed -$488K – 309
2018
Q3 		$488K Sell
12,503
-40
-0.3% -$1.49K 0.02% 227
2018
Q2 		$464K Buy
12,543
+550
+5% +$22.9K 0.02% 236
2018
Q1 		$571K Buy
11,993
+30
+0.3% +$1.57K 0.02% 221
2017
Q4 		$657K Buy
11,963
+288
+2% +$15.5K 0.03% 225
2017
Q3 		$597K Sell
11,675
-852
-7% -$41.6K 0.03% 222
2017
Q2 		$584K Buy
12,527
+62
+0.5% +$2.85K 0.03% 223
2017
Q1 		$584K Sell
12,465
-745
-6% -$34.9K 0.03% 216
2016
Q4 		$580K Hold
13,210
– – 0.03% 218
2016
Q3 		$466K Hold
13,210
– – 0.02% 222
2016
Q2 		$420K Hold
13,210
– – 0.02% 227
2016
Q1 		$408K Sell
13,210
-2,368
-15% -$69.5K 0.02% 226
2015
Q4 		$519K Sell
15,578
-400
-3% -$13.8K 0.03% 212
2015
Q3 		$513K Hold
15,978
– – 0.03% 208
2015
Q2 		$571K Sell
15,978
-290
-2% -$10.1K 0.03% 208
2015
Q1 		$549K Sell
16,268
-115
-0.7% -$3.81K 0.03% 212
2014
Q4 		$571K Buy
16,383
+1,664
+11% +$56.2K 0.03% 215
2014
Q3 		$506K Sell
14,719
-84
-0.6% -$2.95K 0.03% 218
2014
Q2 		$515K Hold
14,803
– – 0.03% 215
2014
Q1 		$523K Sell
14,803
-1,050
-7% -$35.8K 0.03% 208
2013
Q4 		$556K Hold
15,853
– – 0.03% 206
2013
Q3 		$483K Hold
15,853
– – 0.03% 216
2013
Q2 		$466K Buy
+15,853
New +$441K 0.03% 213

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HM Payson & Co's UNM Position: Q2 2026 in Review

HM Payson & Co increased its Unum (UNM) stake by 7.5% in Q2 2026, buying an estimated $68.1K and bringing the position to 11,854 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #223.

HM Payson & Co first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • HM Payson & Co held 11,854 shares of Unum worth $1.06M as of Q2 2026.
  • HM Payson & Co bought 822 Unum shares in Q2 2026, an estimated $68.1K.
  • Unum made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #223 holding.
  • HM Payson & Co first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.