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Ancora Advisors’s Unum UNM Stock Holding History

Ancora Advisors’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 		$38.7K Sell
433
-489
-53% -$40.5K ﹤0.01% 1137
2026
Q1 		$67.3K Buy
922
+74
+9% +$5.52K ﹤0.01% 1038
2025
Q4 		$65.7K Buy
848
+421
+99% +$32.2K ﹤0.01% 1051
2025
Q3 		$33.2K Buy
427
+339
+385% +$25.4K ﹤0.01% 1122
2025
Q2 		$7.11K Buy
+88
New +$6.95K ﹤0.01% 1431

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

Ancora Advisors's UNM Position: Q2 2026 in Review

Ancora Advisors reduced its Unum (UNM) stake by 53% in Q2 2026, selling an estimated $40.5K and leaving 433 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Ancora Advisors first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $67.3K in Q1 2026. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ancora Advisors held 433 shares of Unum worth $38.7K as of Q2 2026.
  • Ancora Advisors sold 489 Unum shares in Q2 2026, an estimated $40.5K.
  • Unum made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1137 holding.
  • Ancora Advisors first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
  • Ancora Advisors's Unum position peaked at $67.3K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.