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Perigon Wealth Management’s Unum UNM Stock Holding History

Perigon Wealth Management’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 		$379K Buy
4,243
+526
+14% +$43.6K 0.01% 1012
2026
Q1 		$271K Sell
3,717
-1,141
-23% -$85.2K ﹤0.01% 1059
2025
Q4 		$377K Buy
4,858
+323
+7% +$24.7K 0.01% 928
2025
Q3 		$353K Buy
4,535
+1,548
+52% +$116K 0.01% 882
2025
Q2 		$241K Buy
2,987
+198
+7% +$15.6K 0.01% 926
2025
Q1 		$227K Buy
+2,789
New +$215K 0.01% 915
2021
Q1 		– Sell
-1,637
Closed -$38K – 1008
2020
Q4 		$38K Buy
+1,637
New +$33.8K ﹤0.01% 833

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

Perigon Wealth Management's UNM Position: Q2 2026 in Review

Perigon Wealth Management increased its Unum (UNM) stake by 14% in Q2 2026, buying an estimated $43.6K and bringing the position to 4,243 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1012.

Perigon Wealth Management first reported a position in UNM in Q4 2020 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Perigon Wealth Management held 4,243 shares of Unum worth $379K as of Q2 2026.
  • Perigon Wealth Management bought 526 Unum shares in Q2 2026, an estimated $43.6K.
  • Unum made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1012 holding.
  • Perigon Wealth Management first reported a position in Unum in Q4 2020 and has held it in 7 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.