AlphaGrep UK
UNM icon

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
Q3 		$333K Buy
+3,791
New +$344K 0.1% 431
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

AlphaGrep UK's UNM Position: Q3 2026 in Review

AlphaGrep UK opened a new position in Unum (UNM) in Q3 2026: 3,791 shares worth $333K. The stake represents 0.1% of the portfolio and ranks #431 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in UNM as recently as Q1 2026.

AlphaGrep UK first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $525K in Q4 2025. 608 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • AlphaGrep UK held 3,791 shares of Unum worth $333K as of Q3 2026.
  • Unum was a new AlphaGrep UK position in Q3 2026.
  • Unum made up 0.1% of AlphaGrep UK's portfolio in Q3 2026, its #431 holding.
  • AlphaGrep UK first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • AlphaGrep UK's Unum position peaked at $525K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.