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Welch & Forbes’s Unum UNM Stock Holding History

Welch & Forbes’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 		$314K Hold
3,515
– – ﹤0.01% 332
2026
Q1 		$257K Sell
3,515
-57
-2% -$4.25K ﹤0.01% 339
2025
Q4 		$277K Hold
3,572
– – ﹤0.01% 334
2025
Q3 		$278K Hold
3,572
– – ﹤0.01% 342
2025
Q2 		$288K Sell
3,572
-15
-0.4% -$1.19K ﹤0.01% 329
2025
Q1 		$292K Hold
3,587
– – ﹤0.01% 322
2024
Q4 		$262K Hold
3,587
– – ﹤0.01% 343
2024
Q3 		$213K Buy
+3,587
New +$195K ﹤0.01% 369
2014
Q3 		– Sell
-6,360
Closed -$221K – 358
2014
Q2 		$221K Buy
+6,360
New +$217K 0.01% 311

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

Welch & Forbes's UNM Position: Q2 2026 in Review

Welch & Forbes held its Unum (UNM) position steady in Q2 2026 at 3,515 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Welch & Forbes first reported a position in UNM in Q2 2014 and has held it in 9 quarters since. 761 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Welch & Forbes held 3,515 shares of Unum worth $314K as of Q2 2026.
  • Welch & Forbes left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #332 holding.
  • Welch & Forbes first reported a position in Unum in Q2 2014 and has held it in 9 quarters since.
  • 761 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.