AA
UNM icon

Addison Advisors’s Unum UNM Stock Holding History

Addison 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 		$6.01K Sell
67
-1,528
-96% -$127K ﹤0.01% 469
2026
Q1 		$116K Sell
1,595
-19
-1% -$1.42K 0.03% 299
2025
Q4 		$125K Sell
1,614
-26
-2% -$1.99K 0.03% 287
2025
Q3 		$128K Sell
1,640
-22
-1% -$1.65K 0.03% 283
2025
Q2 		$134K Buy
1,662
+71
+4% +$5.61K 0.03% 269
2025
Q1 		$130K Sell
1,591
-19
-1% -$1.47K 0.04% 263
2024
Q4 		$118K Buy
1,610
+41
+3% +$2.83K 0.03% 276
2024
Q3 		$93.3K Buy
1,569
+127
+9% +$6.9K 0.03% 316
2024
Q2 		$73.7K Buy
1,442
+280
+24% +$14.5K 0.02% 323
2024
Q1 		$62.4K Hold
1,162
– – 0.02% 334
2023
Q4 		$52.5K Hold
1,162
– – 0.02% 351
2023
Q3 		$57.2K Hold
1,162
– – 0.03% 307
2023
Q2 		$55.4K Hold
1,162
– – 0.03% 310
2023
Q1 		$46K Sell
1,162
-11
-0.9% -$454 0.03% 307
2022
Q4 		$48.1K Hold
1,173
– – 0.03% 292
2022
Q3 		$46K Hold
1,173
– – 0.03% 274
2022
Q2 		$40K Hold
1,173
– – 0.02% 287
2022
Q1 		$37K Buy
1,173
+500
+74% +$14K 0.02% 326
2021
Q4 		$17K Buy
+673
New +$17.2K 0.01% 357

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

Addison Advisors's UNM Position: Q2 2026 in Review

Addison Advisors reduced its Unum (UNM) stake by 96% in Q2 2026, selling an estimated $127K and leaving 67 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Addison Advisors first reported a position in UNM in Q4 2021 and has held it in 19 quarters since. The position peaked at $134K in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Addison Advisors held 67 shares of Unum worth $6.01K as of Q2 2026.
  • Addison Advisors sold 1,528 Unum shares in Q2 2026, an estimated $127K.
  • Unum made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #469 holding.
  • Addison Advisors first reported a position in Unum in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Unum position peaked at $134K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.