Aquatic Capital Management’s Unum UNM Stock Holding History

Aquatic Capital Management’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 Q1	–	Sell	-12,592	Closed	-$976K	–	1831
2025 Q4	$976K	Buy	+12,592	New	+$963K	0.03%	557
2024 Q4	–	Sell	-29,900	Closed	-$1.78M	–	1628
2024 Q3	$1.78M	Buy	29,900 +29,400	+5,880%	+$1.6M	0.05%	388
2024 Q2	$25.6K	Buy	+500	New	+$25.9K	﹤0.01%	1079
2024 Q1	–	Sell	-43,900	Closed	-$1.99M	–	1667
2023 Q4	$1.99M	Buy	43,900 +42,900	+4,290%	+$1.95M	0.05%	334
2023 Q3	$49K	Buy	+1,000	New	+$48.9K	﹤0.01%	951
2023 Q1	–	Sell	-27,800	Closed	-$1.14M	–	1776
2022 Q4	$1.14M	Buy	+27,800	New	+$1.16M	0.08%	287
2022 Q1	–	Sell	-2,500	Closed	-$61K	–	1554
2021 Q4	$61K	Buy	+2,500	New	+$64K	0.12%	255

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aquatic Capital Management's UNM Position: Q1 2026 in Review

Aquatic Capital Management sold out of Unum (UNM) in Q1 2026, closing a stake of 12,592 shares — an estimated $976K sold.

Aquatic Capital Management first reported a position in UNM in Q4 2021 and held it in 7 quarters. The position peaked at $1.99M in Q4 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Aquatic Capital Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Aquatic Capital Management sold 12,592 Unum shares in Q1 2026, an estimated $976K.
Aquatic Capital Management first reported a position in Unum in Q4 2021 and held it in 7 quarters.
Aquatic Capital Management's Unum position peaked at $1.99M in Q4 2023.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.