NSG
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Nalls Sherbakoff Group’s Unum UNM Stock Holding History

Nalls Sherbakoff 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 		$44.7K Hold
500
– – 0.03% 196
2026
Q1 		$36.5K Hold
500
– – 0.03% 218
2025
Q4 		$38.8K Hold
500
– – 0.03% 226
2025
Q3 		$38.9K Hold
500
– – 0.03% 229
2025
Q2 		$40.4K Hold
500
– – 0.03% 225
2025
Q1 		$40.7K Buy
+500
New +$38.5K 0.03% 202
2023
Q4 		$22.6K Hold
500
– – 0.02% 226
2023
Q3 		$24.6K Hold
500
– – 0.02% 210
2023
Q2 		$21.7K Hold
500
– – 0.02% 220
2023
Q1 		$19.5K Buy
+500
New +$20.6K 0.02% 234

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

Nalls Sherbakoff Group's UNM Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Unum (UNM) position steady in Q2 2026 at 500 shares worth $44.7K. The position accounts for 0.03% of the portfolio, ranked #196.

Nalls Sherbakoff Group first reported a position in UNM in Q1 2023 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Nalls Sherbakoff Group held 500 shares of Unum worth $44.7K as of Q2 2026.
  • Nalls Sherbakoff Group left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #196 holding.
  • Nalls Sherbakoff Group first reported a position in Unum in Q1 2023 and has held it in 10 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.