Norden Group’s Unum UNM Stock Holding History

Norden 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	$239K	Buy	+2,671	New	+$221K	0.02%	605
2026 Q1	–	Sell	-2,637	Closed	-$204K	–	679
2025 Q4	$204K	Buy	2,637 +49	+2%	+$3.75K	0.02%	588
2025 Q3	$201K	Sell	2,588 -1,419	-35%	-$106K	0.02%	570
2025 Q2	$324K	Sell	4,007 -5,886	-59%	-$465K	0.04%	432
2025 Q1	$806K	Buy	+9,893	New	+$763K	0.09%	209

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

Norden Group's UNM Position: Q2 2026 in Review

Norden Group opened a new position in Unum (UNM) in Q2 2026: 2,671 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #605 among its holdings. This is a return to the name: Norden Group previously reported a position in UNM as recently as Q4 2025.

Norden Group first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. The position peaked at $806K in Q1 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Norden Group held 2,671 shares of Unum worth $239K as of Q2 2026.
Unum was a new Norden Group position in Q2 2026.
Unum made up 0.02% of Norden Group's portfolio in Q2 2026, its #605 holding.
Norden Group first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
Norden Group's Unum position peaked at $806K in Q1 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.