AlphaGrep UK’s Unum UNM Stock Holding History

AlphaGrep UK’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	–	Sell	-5,585	Closed	-$408K	–	964
2026 Q1	$408K	Sell	5,585 -1,185	-18%	-$88.4K	0.12%	352
2025 Q4	$525K	Buy	+6,770	New	+$518K	0.18%	197

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AlphaGrep UK's UNM Position: Q2 2026 in Review

AlphaGrep UK sold out of Unum (UNM) in Q2 2026, closing a stake of 5,585 shares — an estimated $408K sold.

AlphaGrep UK first reported a position in UNM in Q4 2025 and held it in 2 quarters. The position peaked at $525K in Q4 2025. 716 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

AlphaGrep UK reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
AlphaGrep UK sold 5,585 Unum shares in Q2 2026, an estimated $408K.
AlphaGrep UK first reported a position in Unum in Q4 2025 and held it in 2 quarters.
AlphaGrep UK's Unum position peaked at $525K in Q4 2025.
716 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.