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Summit Trail Advisors’s Unum UNM Stock Holding History

Summit Trail 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 		$2.18M Sell
24,329
-1,929
-7% -$160K 0.03% 564
2026
Q1 		$1.92M Buy
26,258
+1,507
+6% +$112K 0.03% 559
2025
Q4 		$1.92M Buy
24,751
+474
+2% +$36.3K 0.03% 434
2025
Q3 		$1.89M Buy
24,277
+8,023
+49% +$601K 0.03% 481
2025
Q2 		$1.31M Buy
16,254
+5,393
+50% +$426K 0.02% 377
2025
Q1 		$885K Buy
10,861
+2,767
+34% +$213K 0.03% 177
2024
Q4 		$591K Buy
8,094
+2,600
+47% +$179K 0.02% 191
2024
Q3 		$327K Buy
5,494
+606
+12% +$32.9K 0.01% 520
2024
Q2 		$250K Buy
4,888
+357
+8% +$18.5K 0.01% 532
2024
Q1 		$243K Buy
4,531
+28
+0.6% +$1.36K 0.01% 519
2023
Q4 		$204K Buy
4,503
+280
+7% +$12.8K 0.01% 502
2023
Q3 		$208K Sell
4,223
-9
-0.2% -$440 0.01% 492
2023
Q2 		$202K Buy
+4,232
New +$185K 0.01% 489
2018
Q3 		– Sell
-1,200
Closed -$44K – 442
2018
Q2 		$44K Buy
+1,200
New +$50.1K 0.02% 313
2018
Q1 		– Sell
-1,412
Closed -$79K – 1595
2017
Q4 		$79K Buy
+1,412
New +$75.8K 0.01% 695

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

Summit Trail Advisors's UNM Position: Q2 2026 in Review

Summit Trail Advisors reduced its Unum (UNM) stake by 7.3% in Q2 2026, selling an estimated $160K and leaving 24,329 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #564.

Summit Trail Advisors first reported a position in UNM in Q4 2017 and has held it in 15 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Summit Trail Advisors held 24,329 shares of Unum worth $2.18M as of Q2 2026.
  • Summit Trail Advisors sold 1,929 Unum shares in Q2 2026, an estimated $160K.
  • Unum made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #564 holding.
  • Summit Trail Advisors first reported a position in Unum in Q4 2017 and has held it in 15 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.