AG
UNM icon

Algert Global’s Unum UNM Stock Holding History

Algert Global’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 		$19.2M Sell
215,251
-8,530
-4% -$707K 0.23% 98
2026
Q1 		$16.3M Buy
223,781
+102,530
+85% +$7.65M 0.25% 94
2025
Q4 		$9.4M Buy
121,251
+85,730
+241% +$6.56M 0.15% 218
2025
Q3 		$2.76M Buy
35,521
+17,090
+93% +$1.28M 0.05% 589
2025
Q2 		$1.49M Sell
18,431
-51,100
-73% -$4.04M 0.03% 717
2025
Q1 		$5.66M Sell
69,531
-178,794
-72% -$13.8M 0.14% 231
2024
Q4 		$18.1M Buy
248,325
+12,061
+5% +$832K 0.43% 11
2024
Q3 		$14M Buy
236,264
+96,916
+70% +$5.26M 0.38% 28
2024
Q2 		$7.12M Buy
139,348
+17,654
+15% +$913K 0.24% 103
2024
Q1 		$6.53M Hold
121,694
– – 0.26% 97
2023
Q4 		$5.5M Hold
121,694
– – 0.22% 117
2023
Q3 		$5.99M Sell
121,694
-18,394
-13% -$899K 0.28% 85
2023
Q2 		$6.68M Sell
140,088
-12,896
-8% -$563K 0.29% 67
2023
Q1 		$6.05M Buy
152,984
+7,884
+5% +$326K 0.29% 59
2022
Q4 		$5.95M Buy
145,100
+435
+0.3% +$18.2K 0.33% 41
2022
Q3 		$5.61M Buy
144,665
+34,942
+32% +$1.28M 0.34% 30
2022
Q2 		$3.73M Sell
109,723
-2,140
-2% -$72.4K 0.28% 47
2022
Q1 		$3.52M Buy
111,863
+45,768
+69% +$1.28M 0.23% 86
2021
Q4 		$1.62M Buy
66,095
+37,850
+134% +$969K 0.2% 128
2021
Q3 		$708K Buy
+28,245
New +$748K 0.09% 390
2021
Q1 		– Sell
-112,881
Closed -$2.59M – 536
2020
Q4 		$2.59M Sell
112,881
-72,894
-39% -$1.51M 0.74% 19
2020
Q3 		$3.13M Buy
+185,775
New +$3.3M 0.99% 6

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

Algert Global's UNM Position: Q2 2026 in Review

Algert Global reduced its Unum (UNM) stake by 3.8% in Q2 2026, selling an estimated $707K and leaving 215,251 shares worth $19.2M. The position accounts for 0.23% of the portfolio, ranked #98.

Algert Global first reported a position in UNM in Q3 2020 and has held it in 22 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Algert Global held 215,251 shares of Unum worth $19.2M as of Q2 2026.
  • Algert Global sold 8,530 Unum shares in Q2 2026, an estimated $707K.
  • Unum made up 0.23% of Algert Global's portfolio in Q2 2026, its #98 holding.
  • Algert Global first reported a position in Unum in Q3 2020 and has held it in 22 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.