AG
UNM icon

Ascent Group’s Unum UNM Stock Holding History

Ascent Group’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 		$2M Buy
22,399
+2,066
+10% +$171K 0.06% 268
2026
Q1 		$1.48M Buy
20,333
+442
+2% +$33K 0.05% 297
2025
Q4 		$1.54M Sell
19,891
-789
-4% -$60.3K 0.05% 292
2025
Q3 		$1.61M Sell
20,680
-210
-1% -$15.7K 0.06% 284
2025
Q2 		$1.69M Sell
20,890
-65
-0.3% -$5.13K 0.07% 244
2025
Q1 		$1.71M Buy
20,955
+1,386
+7% +$107K 0.07% 253
2024
Q4 		$1.43M Sell
19,569
-781
-4% -$53.8K 0.11% 231
2024
Q3 		$1.21M Sell
20,350
-1,776
-8% -$96.4K 0.09% 260
2024
Q2 		$1.13M Sell
22,126
-1,369
-6% -$70.8K 0.09% 255
2024
Q1 		$1.26M Buy
23,495
+148
+0.6% +$7.22K 0.11% 250
2023
Q4 		$1.13M Sell
23,347
-870
-4% -$39.6K 0.11% 237
2023
Q3 		$1.05M Sell
24,217
-798
-3% -$39K 0.12% 221
2023
Q2 		$1.24M Buy
+25,015
New +$1.09M 0.14% 205

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

Ascent Group's UNM Position: Q2 2026 in Review

Ascent Group increased its Unum (UNM) stake by 10% in Q2 2026, buying an estimated $171K and bringing the position to 22,399 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #268.

Ascent Group first reported a position in UNM in Q2 2023 and has held it in 13 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ascent Group held 22,399 shares of Unum worth $2M as of Q2 2026.
  • Ascent Group bought 2,066 Unum shares in Q2 2026, an estimated $171K.
  • Unum made up 0.06% of Ascent Group's portfolio in Q2 2026, its #268 holding.
  • Ascent Group first reported a position in Unum in Q2 2023 and has held it in 13 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.