Midwest Trust’s Unum UNM Stock Holding History

Midwest Trust’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	$257K	Hold	2,874	–	–	﹤0.01%	562
2026 Q1	$210K	Sell	2,874 -384	-12%	-$28.7K	﹤0.01%	578
2025 Q4	$252K	Buy	3,258 +90	+3%	+$6.88K	﹤0.01%	538
2025 Q3	$246K	Buy	3,168 +233	+8%	+$17.5K	﹤0.01%	541
2025 Q2	$237K	Buy	+2,935	New	+$232K	﹤0.01%	560

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

Midwest Trust's UNM Position: Q2 2026 in Review

Midwest Trust held its Unum (UNM) position steady in Q2 2026 at 2,874 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Midwest Trust first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Midwest Trust held 2,874 shares of Unum worth $257K as of Q2 2026.
Midwest Trust left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #562 holding.
Midwest Trust first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.