AIM
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Aigen Investment Management’s Unum UNM Stock Holding History

Aigen Investment Management’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 		$317K Buy
+3,549
New +$294K 0.09% 302
2024
Q4 		– Sell
-13,129
Closed -$780K – 1012
2024
Q3 		$780K Buy
+13,129
New +$713K 0.15% 197
2024
Q2 		– Sell
-12,153
Closed -$652K – 1026
2024
Q1 		$652K Buy
+12,153
New +$593K 0.14% 225
2023
Q4 		– Sell
-4,527
Closed -$223K – 1102
2023
Q3 		$223K Sell
4,527
-1,502
-25% -$73.4K 0.04% 636
2023
Q2 		$288K Sell
6,029
-134
-2% -$5.85K 0.04% 508
2023
Q1 		$244K Buy
+6,163
New +$255K 0.03% 476
2022
Q1 		– Sell
-15,697
Closed -$375K – 1099
2021
Q4 		$375K Buy
15,697
+3,480
+28% +$89.1K 0.02% 723
2021
Q3 		$306K Buy
+12,217
New +$323K 0.06% 338
2020
Q4 		– Sell
-96,471
Closed -$1.62M – 1079
2020
Q3 		$1.62M Sell
96,471
-121,477
-56% -$2.16M 0.21% 150
2020
Q2 		$3.62M Buy
217,948
+84,536
+63% +$1.33M 0.46% 23
2020
Q1 		$2M Buy
+133,412
New +$3.21M 0.27% 87

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

Aigen Investment Management's UNM Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Unum (UNM) in Q2 2026: 3,549 shares worth $317K. The stake represents 0.09% of the portfolio and ranks #302 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in UNM as recently as Q3 2024.

Aigen Investment Management first reported a position in UNM in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.62M in Q2 2020. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Aigen Investment Management held 3,549 shares of Unum worth $317K as of Q2 2026.
  • Unum was a new Aigen Investment Management position in Q2 2026.
  • Unum made up 0.09% of Aigen Investment Management's portfolio in Q2 2026, its #302 holding.
  • Aigen Investment Management first reported a position in Unum in Q1 2020 and has held it in 11 quarters since.
  • Aigen Investment Management's Unum position peaked at $3.62M in Q2 2020.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.