NOI
UNM icon

Newton One Investments’s Unum UNM Stock Holding History

Newton One Investments’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 		$12.5K Hold
139
– – ﹤0.01% 108
2026
Q1 		$10.1K Buy
139
+1
+0.7% +$75 ﹤0.01% 100
2025
Q4 		$10.7K Buy
138
+1
+0.7% +$76 ﹤0.01% 100
2025
Q3 		$10.7K Buy
137
+1
+0.7% +$75 ﹤0.01% 100
2025
Q2 		$11K Buy
136
+1
+0.7% +$79 ﹤0.01% 101
2025
Q1 		$11K Hold
135
– – ﹤0.01% 96
2024
Q4 		$9.84K Buy
+135
New +$9.31K ﹤0.01% 100
2024
Q3 		– Sell
-133
Closed -$6.79K – 98
2024
Q2 		$6.79K Buy
133
+1
+0.8% +$52 ﹤0.01% 99
2024
Q1 		$7.08K Buy
132
+1
+0.8% +$49 ﹤0.01% 97
2023
Q4 		$5.92K Buy
131
+1
+0.8% +$46 ﹤0.01% 100
2023
Q3 		$6.39K Buy
130
+1
+0.8% +$49 ﹤0.01% 105
2023
Q2 		$6.15K Buy
129
+1
+0.8% +$44 ﹤0.01% 110
2023
Q1 		$5.06K Hold
128
– – ﹤0.01% 104
2022
Q4 		$5.25K Sell
128
-128
-50% -$5.36K ﹤0.01% 102
2022
Q3 		$10K Hold
256
– – 0.01% 99
2022
Q2 		$9K Hold
256
– – 0.01% 104
2022
Q1 		$8K Hold
256
– – 0.01% 107
2021
Q4 		$6K Hold
256
– – ﹤0.01% 109
2021
Q3 		$6K Hold
256
– – ﹤0.01% 110
2021
Q2 		$7K Buy
+256
New +$7.52K 0.01% 107

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Newton One Investments's UNM Position: Q2 2026 in Review

Newton One Investments held its Unum (UNM) position steady in Q2 2026 at 139 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Newton One Investments first reported a position in UNM in Q2 2021 and has held it in 20 quarters since. 423 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Newton One Investments held 139 shares of Unum worth $12.5K as of Q2 2026.
  • Newton One Investments left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #108 holding.
  • Newton One Investments first reported a position in Unum in Q2 2021 and has held it in 20 quarters since.
  • 423 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.