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Means Investment Company’s Unum UNM Stock Holding History

Means Investment Company’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 		$520K Buy
5,818
+23
+0.4% +$1.91K 0.04% 133
2026
Q1 		$423K Buy
5,795
+25
+0.4% +$1.87K 0.04% 137
2025
Q4 		$447K Buy
5,770
+24
+0.4% +$1.83K 0.04% 130
2025
Q3 		$447K Buy
5,746
+27
+0.5% +$2.02K 0.04% 139
2025
Q2 		$462K Buy
5,719
+257
+5% +$20.3K 0.04% 128
2025
Q1 		$445K Sell
5,462
-1,270
-19% -$97.9K 0.05% 126
2024
Q4 		$492K Buy
6,732
+19
+0.3% +$1.31K 0.05% 125
2024
Q3 		$399K Buy
6,713
+39
+0.6% +$2.12K 0.04% 145
2024
Q2 		$341K Buy
6,674
+34
+0.5% +$1.76K 0.04% 151
2024
Q1 		$356K Buy
6,640
+37
+0.6% +$1.8K 0.05% 149
2023
Q4 		$299K Sell
6,603
-112
-2% -$5.1K 0.04% 161
2023
Q3 		$330K Sell
6,715
-722
-10% -$35.3K 0.05% 148
2023
Q2 		$355K Buy
7,437
+42
+0.6% +$1.83K 0.06% 145
2023
Q1 		$293K Buy
7,395
+695
+10% +$28.7K 0.05% 164
2022
Q4 		$275K Buy
6,700
+23
+0.3% +$964 0.06% 160
2022
Q3 		$259K Buy
6,677
+123
+2% +$4.5K 0.06% 164
2022
Q2 		$223K Buy
6,554
+47
+0.7% +$1.59K 0.05% 177
2022
Q1 		$205K Buy
+6,507
New +$182K 0.04% 189

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 $3.38T AUM 44.17% 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

Means Investment Company's UNM Position: Q2 2026 in Review

Means Investment Company increased its Unum (UNM) stake by 0.4% in Q2 2026, buying an estimated $1.91K and bringing the position to 5,818 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #133.

Means Investment Company first reported a position in UNM in Q1 2022 and has held it in 18 quarters since. 766 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Means Investment Company held 5,818 shares of Unum worth $520K as of Q2 2026.
  • Means Investment Company bought 23 Unum shares in Q2 2026, an estimated $1.91K.
  • Unum made up 0.04% of Means Investment Company's portfolio in Q2 2026, its #133 holding.
  • Means Investment Company first reported a position in Unum in Q1 2022 and has held it in 18 quarters since.
  • 766 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.