Longfellow Investment Management’s Unum UNM Stock Holding History

Longfellow Investment Management’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	–	Sell	-5,576	Closed	-$407K	–	267
2026 Q1	$407K	Hold	5,576	–	–	0.08%	119
2025 Q4	$432K	Hold	5,576	–	–	0.1%	120
2025 Q3	$434K	Hold	5,576	–	–	0.1%	129
2025 Q2	$450K	Hold	5,576	–	–	0.11%	112
2025 Q1	$454K	Buy	+5,576	New	+$430K	0.11%	105

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Longfellow Investment Management's UNM Position: Q2 2026 in Review

Longfellow Investment Management sold out of Unum (UNM) in Q2 2026, closing a stake of 5,576 shares — an estimated $407K sold.

Longfellow Investment Management first reported a position in UNM in Q1 2025 and held it in 5 quarters. The position peaked at $454K in Q1 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Longfellow Investment Management reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Longfellow Investment Management sold 5,576 Unum shares in Q2 2026, an estimated $407K.
Longfellow Investment Management first reported a position in Unum in Q1 2025 and held it in 5 quarters.
Longfellow Investment Management's Unum position peaked at $454K in Q1 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.