Advisory Research’s Unum UNM Stock Holding History

Advisory Research’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	$1.62M	Buy	18,176 +93	+0.5%	+$7.71K	0.16%	91
2026 Q1	$1.32M	Buy	18,083 +758	+4%	+$56.6K	0.16%	98
2025 Q4	$1.34M	Buy	17,325 +915	+6%	+$70K	0.17%	92
2025 Q3	$1.28M	Buy	16,410 +655	+4%	+$49.1K	0.17%	99
2025 Q2	$1.27M	Buy	15,755 +1,094	+7%	+$86.4K	0.2%	97
2025 Q1	$1.19M	Buy	14,661 +40	+0.3%	+$3.08K	0.21%	98
2024 Q4	$1.07M	Buy	14,621 +77	+0.5%	+$5.31K	0.18%	107
2024 Q3	$864K	Sell	14,544 -431	-3%	-$23.4K	0.15%	117
2024 Q2	$765K	Buy	14,975 +932	+7%	+$48.2K	0.14%	118
2024 Q1	$754K	Buy	14,043 +150	+1%	+$7.31K	0.15%	115
2023 Q4	$628K	Sell	13,893 -926	-6%	-$42.2K	0.1%	208
2023 Q3	$729K	Sell	14,819 -571	-4%	-$27.9K	0.1%	228
2023 Q2	$734K	Buy	15,390 +626	+4%	+$27.3K	0.09%	242
2023 Q1	$584K	Buy	+14,764	New	+$610K	0.1%	229
2014 Q2	–	Sell	-1,993	Closed	-$70K	–	657
2014 Q1	$70K	Buy	+1,993	New	+$68K	﹤0.01%	531

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

Advisory Research's UNM Position: Q2 2026 in Review

Advisory Research increased its Unum (UNM) stake by 0.51% in Q2 2026, buying an estimated $7.71K and bringing the position to 18,176 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #91.

Advisory Research first reported a position in UNM in Q1 2014 and has held it in 15 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Advisory Research held 18,176 shares of Unum worth $1.62M as of Q2 2026.
Advisory Research bought 93 Unum shares in Q2 2026, an estimated $7.71K.
Unum made up 0.16% of Advisory Research's portfolio in Q2 2026, its #91 holding.
Advisory Research first reported a position in Unum in Q1 2014 and has held it in 15 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.