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Larson Financial Group’s Unum UNM Stock Holding History

Larson Financial Group’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 		$187K Sell
2,092
-35,964
-95% -$2.98M ﹤0.01% 879
2026
Q1 		$2.78M Buy
38,056
+192
+0.5% +$14.3K 0.09% 187
2025
Q4 		$2.93M Buy
37,864
+159
+0.4% +$12.2K 0.1% 183
2025
Q3 		$2.93M Buy
37,705
+691
+2% +$51.8K 0.1% 176
2025
Q2 		$2.99M Sell
37,014
-184
-0.5% -$14.5K 0.12% 163
2025
Q1 		$3.03M Buy
37,198
+37,193
+743,860% +$2.87M 0.14% 136
2024
Q4 		$365 Hold
5
– – ﹤0.01% 2281
2024
Q3 		$297 Hold
5
– – ﹤0.01% 2257
2024
Q2 		$256 Buy
+5
New +$259 ﹤0.01% 2003
2022
Q3 		– Sell
-475
Closed -$16K – 1400
2022
Q2 		$16K Buy
+475
New +$16.1K ﹤0.01% 606

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

Larson Financial Group's UNM Position: Q2 2026 in Review

Larson Financial Group reduced its Unum (UNM) stake by 95% in Q2 2026, selling an estimated $2.98M and leaving 2,092 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Larson Financial Group first reported a position in UNM in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.03M in Q1 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Larson Financial Group held 2,092 shares of Unum worth $187K as of Q2 2026.
  • Larson Financial Group sold 35,964 Unum shares in Q2 2026, an estimated $2.98M.
  • Unum made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #879 holding.
  • Larson Financial Group first reported a position in Unum in Q2 2022 and has held it in 10 quarters since.
  • Larson Financial Group's Unum position peaked at $3.03M in Q1 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.