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Ross\Johnson & Associates’s Unum UNM Stock Holding History

Ross\Johnson & Associates’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 		$89 Buy
+1
New +$83 ﹤0.01% 304
2025
Q2 		– Sell
-5
Closed -$407 – 338
2025
Q1 		$407 Buy
+5
New +$385 0.01% 257

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

Ross\Johnson & Associates's UNM Position: Q2 2026 in Review

Ross\Johnson & Associates opened a new position in Unum (UNM) in Q2 2026: 1 share worth $89. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Ross\Johnson & Associates previously reported a position in UNM as recently as Q1 2025.

Ross\Johnson & Associates first reported a position in UNM in Q1 2025 and has held it in 2 quarters since. The position peaked at $407 in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ross\Johnson & Associates held 1 share of Unum worth $89 as of Q2 2026.
  • Unum was a new Ross\Johnson & Associates position in Q2 2026.
  • Unum made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #304 holding.
  • Ross\Johnson & Associates first reported a position in Unum in Q1 2025 and has held it in 2 quarters since.
  • Ross\Johnson & Associates's Unum position peaked at $407 in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.