Merrithew & Thorsten Inc’s Unum UNM Stock Holding History

Merrithew & Thorsten Inc’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	$28K	Buy	317 +2	+0.6%	+$166	0.02%	60
2026 Q1	$23K	Buy	315 +2	+0.6%	+$149	0.02%	61
2025 Q4	$24K	Buy	+313	New	+$23.9K	0.03%	58

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

Merrithew & Thorsten Inc's UNM Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its Unum (UNM) stake by 0.63% in Q2 2026, buying an estimated $166 and bringing the position to 317 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #60.

Merrithew & Thorsten Inc first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Merrithew & Thorsten Inc held 317 shares of Unum worth $28K as of Q2 2026.
Merrithew & Thorsten Inc bought 2 Unum shares in Q2 2026, an estimated $166.
Unum made up 0.02% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #60 holding.
Merrithew & Thorsten Inc first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.