MassMutual Private Wealth & Trust’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.8K | Hold |
154
| – | – | ﹤0.01% | 1258 |
|
|
2026
Q1 | $11.2K | Sell |
154
-88
| -36% | -$6.57K | ﹤0.01% | 1318 |
|
|
2025
Q4 | $18.8K | Hold |
242
| – | – | ﹤0.01% | 1147 |
|
|
2025
Q3 | $18.8K | Sell |
242
-86
| -26% | -$6.45K | ﹤0.01% | 1139 |
|
|
2025
Q2 | $26.5K | Sell |
328
-96
| -23% | -$7.58K | ﹤0.01% | 992 |
|
|
2025
Q1 | $34.5K | Sell |
424
-20
| -5% | -$1.54K | ﹤0.01% | 836 |
|
|
2024
Q4 | $32.4K | Buy |
444
+34
| +8% | +$2.34K | ﹤0.01% | 857 |
|
|
2024
Q3 | $24.4K | Buy |
410
+73
| +22% | +$3.96K | ﹤0.01% | 852 |
|
|
2024
Q2 | $17.2K | Sell |
337
-69
| -17% | -$3.57K | ﹤0.01% | 897 |
|
|
2024
Q1 | $21.8K | Buy |
406
+132
| +48% | +$6.44K | ﹤0.01% | 808 |
|
|
2023
Q4 | $12.4K | Buy |
274
+6
| +2% | +$273 | ﹤0.01% | 945 |
|
|
2023
Q3 | $13.2K | Hold |
268
| – | – | ﹤0.01% | 911 |
|
|
2023
Q2 | $12.8K | Sell |
268
-12
| -4% | -$524 | ﹤0.01% | 891 |
|
|
2023
Q1 | $11.1K | Buy |
280
+147
| +111% | +$6.07K | ﹤0.01% | 911 |
|
|
2022
Q4 | $5K | Hold |
133
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q3 | $5K | Sell |
133
-10
| -7% | -$366 | ﹤0.01% | 970 |
|
|
2022
Q2 | $5K | Buy |
143
+10
| +8% | +$338 | ﹤0.01% | 920 |
|
|
2022
Q1 | $4K | Buy |
133
+24
| +22% | +$671 | ﹤0.01% | 1005 |
|
|
2021
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q2 | $3K | Sell |
109
-700
| -87% | -$20.6K | ﹤0.01% | 966 |
|
|
2021
Q1 | $23K | Buy |
809
+700
| +642% | +$18.2K | ﹤0.01% | 510 |
|
|
2020
Q4 | $3K | Buy |
+109
| New | +$2.25K | ﹤0.01% | 760 |
|
|
2019
Q4 | – | Sell |
-72
| Closed | -$2K | – | 905 |
|
|
2019
Q3 | $2K | Buy |
+72
| New | +$2.14K | ﹤0.01% | 781 |
|
|
2019
Q2 | – | Sell |
-150
| Closed | -$5.08K | – | 836 |
|
|
2019
Q1 | $5.08K | Buy |
+150
| New | +$5.22K | ﹤0.01% | 681 |
|
|
2018
Q2 | – | Sell |
-11,536
| Closed | -$549K | – | 1147 |
|
|
2018
Q1 | $549K | Buy |
11,536
+719
| +7% | +$37.6K | 0.05% | 230 |
|
|
2017
Q4 | $594K | Buy |
10,817
+209
| +2% | +$11.2K | 0.05% | 221 |
|
|
2017
Q3 | $542K | Buy |
10,608
+471
| +5% | +$23K | 0.04% | 221 |
|
|
2017
Q2 | $473K | Sell |
10,137
-192
| -2% | -$8.83K | 0.04% | 226 |
|
|
2017
Q1 | $484K | Buy |
10,329
+3,301
| +47% | +$155K | 0.05% | 227 |
|
|
2016
Q4 | $309K | Buy |
+7,028
| New | +$281K | 0.04% | 236 |
|
|
2016
Q2 | $242K | Buy |
7,628
+160
| +2% | +$5.41K | 0.03% | 292 |
|
|
2016
Q1 | $231K | Buy |
7,468
+262
| +4% | +$7.69K | 0.03% | 280 |
|
|
2015
Q4 | $240K | Buy |
7,206
+1,412
| +24% | +$48.7K | 0.03% | 256 |
|
|
2015
Q3 | $199K | Buy |
5,794
+117
| +2% | +$4.03K | 0.04% | 258 |
|
|
2015
Q2 | $197K | Sell |
5,677
-1,044
| -16% | -$36.5K | 0.04% | 261 |
|
|
2015
Q1 | $227K | Buy |
+6,721
| New | +$223K | 0.04% | 256 |
|
|
2014
Q4 | – | Sell |
-5,794
| Closed | -$199K | – | 765 |
|
|
2014
Q3 | $199K | Buy |
+5,794
| New | +$204K | 0.04% | 255 |
|
Other funds holding UNM
GWI
WCM
GIA
VF
MassMutual Private Wealth & Trust's UNM Position: Q2 2026 in Review
MassMutual Private Wealth & Trust held its Unum (UNM) position steady in Q2 2026 at 154 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.
MassMutual Private Wealth & Trust first reported a position in UNM in Q3 2014 and has held it in 38 quarters since. The position peaked at $594K in Q4 2017. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- MassMutual Private Wealth & Trust held 154 shares of Unum worth $13.8K as of Q2 2026.
- MassMutual Private Wealth & Trust left its Unum share count unchanged in Q2 2026.
- Unum made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1258 holding.
- MassMutual Private Wealth & Trust first reported a position in Unum in Q3 2014 and has held it in 38 quarters since.
- MassMutual Private Wealth & Trust's Unum position peaked at $594K in Q4 2017.
- 266 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.