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Aspen Investment Management’s Unum UNM Stock Holding History

Aspen Investment 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 		$729K Buy
8,150
+170
+2% +$14.1K 0.2% 111
2026
Q1 		$583K Sell
7,980
-350
-4% -$26.1K 0.18% 117
2025
Q4 		$646K Buy
+8,330
New +$637K 0.19% 111

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

Aspen Investment Management's UNM Position: Q2 2026 in Review

Aspen Investment Management increased its Unum (UNM) stake by 2.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 8,150 shares worth $729K. The position accounts for 0.2% of the portfolio, ranked #111.

Aspen Investment Management first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Aspen Investment Management held 8,150 shares of Unum worth $729K as of Q2 2026.
  • Aspen Investment Management bought 170 Unum shares in Q2 2026, an estimated $14.1K.
  • Unum made up 0.2% of Aspen Investment Management's portfolio in Q2 2026, its #111 holding.
  • Aspen Investment Management first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.