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 Q2	$1.41M	Buy	+15,769	New	+$1.31M	0.05%	466
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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aquatic Capital Management's UNM Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Unum (UNM) in Q2 2026: 15,769 shares worth $1.41M. The stake represents 0.05% of the portfolio and ranks #466 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in UNM as recently as Q4 2025.

Aquatic Capital Management first reported a position in UNM in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.99M in Q4 2023. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Aquatic Capital Management held 15,769 shares of Unum worth $1.41M as of Q2 2026.
Unum was a new Aquatic Capital Management position in Q2 2026.
Unum made up 0.05% of Aquatic Capital Management's portfolio in Q2 2026, its #466 holding.
Aquatic Capital Management first reported a position in Unum in Q4 2021 and has held it in 8 quarters since.
Aquatic Capital Management's Unum position peaked at $1.99M in Q4 2023.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.