NPA
UNM icon

Nichols & Pratt Advisers’s Unum UNM Stock Holding History

Nichols & Pratt Advisers’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 		$292K Hold
3,270
– – 0.02% 92
2026
Q1 		$239K Hold
3,270
– – 0.02% 96
2025
Q4 		$253K Hold
3,270
– – 0.02% 94
2025
Q3 		$254K Hold
3,270
– – 0.02% 95
2025
Q2 		$264K Hold
3,270
– – 0.02% 95
2025
Q1 		$266K Hold
3,270
– – 0.02% 89
2024
Q4 		$239K Buy
+3,270
New +$225K 0.02% 95

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

Nichols & Pratt Advisers's UNM Position: Q2 2026 in Review

Nichols & Pratt Advisers held its Unum (UNM) position steady in Q2 2026 at 3,270 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #92.

Nichols & Pratt Advisers first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Nichols & Pratt Advisers held 3,270 shares of Unum worth $292K as of Q2 2026.
  • Nichols & Pratt Advisers left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.02% of Nichols & Pratt Advisers's portfolio in Q2 2026, its #92 holding.
  • Nichols & Pratt Advisers first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.