Thomas Russo’s Unum UNM Stock Holding History

Thomas Russo’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	$312K	Sell	3,485 -315	-8%	-$26.1K	﹤0.01%	77
2026 Q1	$278K	Hold	3,800	–	–	﹤0.01%	81
2025 Q4	$295K	Hold	3,800	–	–	﹤0.01%	80
2025 Q3	$296K	Hold	3,800	–	–	﹤0.01%	80
2025 Q2	$307K	Hold	3,800	–	–	﹤0.01%	80
2025 Q1	$310K	Hold	3,800	–	–	﹤0.01%	77
2024 Q4	$278K	Hold	3,800	–	–	﹤0.01%	61
2024 Q3	$226K	Sell	3,800 -250	-6%	-$13.6K	﹤0.01%	71
2024 Q2	$207K	Hold	4,050	–	–	﹤0.01%	74
2024 Q1	$217K	Buy	+4,050	New	+$197K	﹤0.01%	76
2018 Q2	–	Sell	-4,500	Closed	-$214K	–	100
2018 Q1	$214K	Hold	4,500	–	–	﹤0.01%	94
2017 Q4	$247K	Hold	4,500	–	–	﹤0.01%	91
2017 Q3	$230K	Hold	4,500	–	–	﹤0.01%	92
2017 Q2	$210K	Hold	4,500	–	–	﹤0.01%	95
2017 Q1	$211K	Buy	+4,500	New	+$211K	﹤0.01%	96

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Thomas Russo's UNM Position: Q2 2026 in Review

Thomas Russo reduced its Unum (UNM) stake by 8.3% in Q2 2026, selling an estimated $26.1K and leaving 3,485 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Thomas Russo first reported a position in UNM in Q1 2017 and has held it in 15 quarters since. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Thomas Russo held 3,485 shares of Unum worth $312K as of Q2 2026.
Thomas Russo sold 315 Unum shares in Q2 2026, an estimated $26.1K.
Unum made up ﹤0.01% of Thomas Russo's portfolio in Q2 2026, its #77 holding.
Thomas Russo first reported a position in Unum in Q1 2017 and has held it in 15 quarters since.
758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Gardner Russo & Quinn's 13F filing for Q2 2026, filed 13 Aug 2026.