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Portland Global Advisors’s Unum UNM Stock Holding History

Portland Global Advisors’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 		$261K Hold
2,925
– – 0.02% 135
2026
Q1 		$214K Hold
2,925
– – 0.02% 139
2025
Q4 		$227K Sell
2,925
-1,873
-39% -$143K 0.02% 138
2025
Q3 		$373K Hold
4,798
– – 0.04% 105
2025
Q2 		$387K Buy
4,798
+75
+2% +$5.92K 0.05% 102
2025
Q1 		$385K Hold
4,723
– – 0.05% 98
2024
Q4 		$345K Sell
4,723
-2,278
-33% -$157K 0.04% 107
2024
Q3 		$416K Buy
+7,001
New +$380K 0.05% 106

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

Portland Global Advisors's UNM Position: Q2 2026 in Review

Portland Global Advisors held its Unum (UNM) position steady in Q2 2026 at 2,925 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #135.

Portland Global Advisors first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. The position peaked at $416K in Q3 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Portland Global Advisors held 2,925 shares of Unum worth $261K as of Q2 2026.
  • Portland Global Advisors left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.02% of Portland Global Advisors's portfolio in Q2 2026, its #135 holding.
  • Portland Global Advisors first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • Portland Global Advisors's Unum position peaked at $416K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.