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UNM icon

AlphaCore Capital’s Unum UNM Stock Holding History

AlphaCore Capital’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 		$8.72M Buy
97,506
+1,609
+2% +$133K 0.16% 118
2026
Q1 		$7M Sell
95,897
-7,553
-7% -$564K 0.17% 113
2025
Q4 		$8.02M Sell
103,450
-613
-0.6% -$46.9K 0.18% 112
2025
Q3 		$8.09M Buy
104,063
+5,875
+6% +$440K 0.27% 77
2025
Q2 		$7.93M Sell
98,188
-903
-0.9% -$71.3K 0.3% 71
2025
Q1 		$8.07M Sell
99,091
-98
-0.1% -$7.55K 0.69% 28
2024
Q4 		$7.24M Sell
99,189
-85
-0.1% -$5.86K 1.57% 11
2024
Q3 		$5.9M Buy
99,274
+3,331
+3% +$181K 1.33% 13
2024
Q2 		$4.9M Buy
95,943
+478
+0.5% +$24.7K 1.18% 15
2024
Q1 		$5.12M Buy
95,465
+29
+0% +$1.41K 1.36% 14
2023
Q4 		$4.32M Buy
95,436
+2,985
+3% +$136K 0.63% 31
2023
Q3 		$4.55M Sell
92,451
-321
-0.3% -$15.7K 0.72% 27
2023
Q2 		$4.43M Buy
+92,772
New +$4.05M 0.71% 29

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

AlphaCore Capital's UNM Position: Q2 2026 in Review

AlphaCore Capital increased its Unum (UNM) stake by 1.7% in Q2 2026, buying an estimated $133K and bringing the position to 97,506 shares worth $8.72M. The position accounts for 0.16% of the portfolio, ranked #118.

AlphaCore Capital first reported a position in UNM in Q2 2023 and has held it in 13 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • AlphaCore Capital held 97,506 shares of Unum worth $8.72M as of Q2 2026.
  • AlphaCore Capital bought 1,609 Unum shares in Q2 2026, an estimated $133K.
  • Unum made up 0.16% of AlphaCore Capital's portfolio in Q2 2026, its #118 holding.
  • AlphaCore Capital first reported a position in Unum in Q2 2023 and has held it in 13 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.