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Naples Global Advisors’s Unum UNM Stock Holding History

Naples Global Advisors’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 		$3.09M Buy
34,597
+1,497
+5% +$124K 0.19% 118
2026
Q1 		$2.42M Buy
33,100
+3
+0% +$224 0.18% 147
2025
Q4 		$2.57M Sell
33,097
-45
-0.1% -$3.44K 0.19% 129
2025
Q3 		$2.58M Sell
33,142
-1,617
-5% -$121K 0.2% 124
2025
Q2 		$2.81M Sell
34,759
-768
-2% -$60.7K 0.24% 107
2025
Q1 		$2.89M Sell
35,527
-548
-2% -$42.2K 0.28% 102
2024
Q4 		$2.63M Buy
36,075
+203
+0.6% +$14K 0.25% 110
2024
Q3 		$2.13M Sell
35,872
-897
-2% -$48.7K 0.2% 134
2024
Q2 		$1.88M Sell
36,769
-1,397
-4% -$72.3K 0.19% 145
2024
Q1 		$2.05M Buy
38,166
+503
+1% +$24.5K 0.21% 137
2023
Q4 		$1.7M Buy
37,663
+330
+0.9% +$15K 0.19% 152
2023
Q3 		$1.84M Sell
37,333
-517
-1% -$25.3K 0.22% 125
2023
Q2 		$1.81M Buy
37,850
+460
+1% +$20.1K 0.21% 134
2023
Q1 		$1.48M Sell
37,390
-1,100
-3% -$45.4K 0.18% 160
2022
Q4 		$1.58M Sell
38,490
-3,505
-8% -$147K 0.2% 154
2022
Q3 		$1.63M Sell
41,995
-1,350
-3% -$49.4K 0.22% 134
2022
Q2 		$1.48M Sell
43,345
-300
-0.7% -$10.2K 0.19% 155
2022
Q1 		$1.38M Buy
43,645
+1,200
+3% +$33.5K 0.16% 173
2021
Q4 		$1.04M Buy
42,445
+4,600
+12% +$118K 0.12% 202
2021
Q3 		$948K Buy
37,845
+5,050
+15% +$134K 0.12% 204
2021
Q2 		$931K Buy
32,795
+5,000
+18% +$147K 0.13% 201
2021
Q1 		$774K Buy
27,795
+1,550
+6% +$40.2K 0.12% 212
2020
Q4 		$602K Buy
+26,245
New +$543K 0.1% 223

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 $3.37T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Naples Global Advisors's UNM Position: Q2 2026 in Review

Naples Global Advisors increased its Unum (UNM) stake by 4.5% in Q2 2026, buying an estimated $124K and bringing the position to 34,597 shares worth $3.09M. The position accounts for 0.19% of the portfolio, ranked #118.

Naples Global Advisors first reported a position in UNM in Q4 2020 and has held it in 23 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Naples Global Advisors held 34,597 shares of Unum worth $3.09M as of Q2 2026.
  • Naples Global Advisors bought 1,497 Unum shares in Q2 2026, an estimated $124K.
  • Unum made up 0.19% of Naples Global Advisors's portfolio in Q2 2026, its #118 holding.
  • Naples Global Advisors first reported a position in Unum in Q4 2020 and has held it in 23 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.