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Weaver C. Barksdale & Associates’s Unum UNM Stock Holding History

Weaver C. Barksdale & 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 		$2.03M Sell
22,698
-30
-0.1% -$2.49K 1.82% 23
2026
Q1 		$1.66M Buy
22,728
+1,297
+6% +$96.8K 1.58% 38
2025
Q4 		$1.66M Sell
21,431
-2,684
-11% -$205K 1.74% 29
2025
Q3 		$1.87M Sell
24,115
-1,547
-6% -$116K 1.8% 25
2025
Q2 		$2.07M Sell
25,662
-209
-0.8% -$16.5K 1.99% 13
2025
Q1 		$2.11M Sell
25,871
-617
-2% -$47.6K 2.02% 12
2024
Q4 		$1.94M Buy
+26,488
New +$1.83M 1.85% 21

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

Weaver C. Barksdale & Associates's UNM Position: Q2 2026 in Review

Weaver C. Barksdale & Associates reduced its Unum (UNM) stake by 0.13% in Q2 2026, selling an estimated $2.49K and leaving 22,698 shares worth $2.03M. The position accounts for 1.82% of the portfolio, ranked #23.

Weaver C. Barksdale & Associates first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.11M in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Weaver C. Barksdale & Associates held 22,698 shares of Unum worth $2.03M as of Q2 2026.
  • Weaver C. Barksdale & Associates sold 30 Unum shares in Q2 2026, an estimated $2.49K.
  • Unum made up 1.82% of Weaver C. Barksdale & Associates's portfolio in Q2 2026, its #23 holding.
  • Weaver C. Barksdale & Associates first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • Weaver C. Barksdale & Associates's Unum position peaked at $2.11M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.