Moors & Cabot’s Unum UNM Stock Holding History

Moors & Cabot’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	$339K	Hold	3,791	–	–	0.01%	702
2026 Q1	$277K	Hold	3,791	–	–	0.01%	739
2025 Q4	$294K	Hold	3,791	–	–	0.01%	690
2025 Q3	$295K	Hold	3,791	–	–	0.01%	678
2025 Q2	$306K	Hold	3,791	–	–	0.01%	642
2025 Q1	$309K	Hold	3,791	–	–	0.02%	629
2024 Q4	$277K	Hold	3,791	–	–	0.01%	686
2024 Q3	$225K	Buy	+3,791	New	+$206K	0.01%	749

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 $3.38T AUM 44.17% 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

Moors & Cabot's UNM Position: Q2 2026 in Review

Moors & Cabot held its Unum (UNM) position steady in Q2 2026 at 3,791 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #702.

Moors & Cabot first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Moors & Cabot held 3,791 shares of Unum worth $339K as of Q2 2026.
Moors & Cabot left its Unum share count unchanged in Q2 2026.
Unum made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #702 holding.
Moors & Cabot first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.