MEG
UNM icon

Millstone Evans Group’s Unum UNM Stock Holding History

Millstone Evans Group’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 		$55.4K Hold
620
– – 0.03% 326
2026
Q1 		$45.3K Hold
620
– – 0.03% 345
2025
Q4 		$48K Hold
620
– – 0.03% 333
2025
Q3 		$48.2K Hold
620
– – 0.03% 316
2025
Q2 		$50.1K Hold
620
– – 0.03% 298
2025
Q1 		$50.5K Hold
620
– – 0.03% 291
2024
Q4 		$45.3K Buy
+620
New +$42.7K 0.03% 302

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Millstone Evans Group's UNM Position: Q2 2026 in Review

Millstone Evans Group held its Unum (UNM) position steady in Q2 2026 at 620 shares worth $55.4K. The position accounts for 0.03% of the portfolio, ranked #326.

Millstone Evans Group first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Millstone Evans Group held 620 shares of Unum worth $55.4K as of Q2 2026.
  • Millstone Evans Group left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #326 holding.
  • Millstone Evans Group first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 597 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.