Pathstone Holdings
UNM icon

Pathstone Holdings’s Unum UNM Stock Holding History

Pathstone Holdings’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 		$5.6M Buy
62,605
+1,043
+2% +$86.4K 0.02% 600
2026
Q1 		$4.5M Sell
61,562
-3,281
-5% -$245K 0.02% 609
2025
Q4 		$5.03M Sell
64,843
-1,142
-2% -$87.3K 0.02% 563
2025
Q3 		$5.13M Sell
65,985
-1,995
-3% -$149K 0.02% 553
2025
Q2 		$5.49M Sell
67,980
-1,333
-2% -$105K 0.02% 512
2025
Q1 		$5.64M Buy
69,313
+4,521
+7% +$349K 0.02% 520
2024
Q4 		$4.73M Sell
64,792
-1,006
-2% -$69.4K 0.02% 564
2024
Q3 		$3.91M Sell
65,798
-522
-0.8% -$28.3K 0.02% 648
2024
Q2 		$3.39M Sell
66,320
-1,105
-2% -$57.2K 0.02% 672
2024
Q1 		$3.62M Buy
67,425
+5,446
+9% +$266K 0.02% 641
2023
Q4 		$2.8M Buy
+61,979
New +$2.82M 0.02% 618

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

Pathstone Holdings's UNM Position: Q2 2026 in Review

Pathstone Holdings increased its Unum (UNM) stake by 1.7% in Q2 2026, buying an estimated $86.4K and bringing the position to 62,605 shares worth $5.6M. The position accounts for 0.02% of the portfolio, ranked #600.

Pathstone Holdings first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.64M in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Pathstone Holdings held 62,605 shares of Unum worth $5.6M as of Q2 2026.
  • Pathstone Holdings bought 1,043 Unum shares in Q2 2026, an estimated $86.4K.
  • Unum made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #600 holding.
  • Pathstone Holdings first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Unum position peaked at $5.64M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.