AFG
UNM icon

Atomi Financial Group’s Unum UNM Stock Holding History

Atomi Financial 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 		$473K Buy
5,287
+615
+13% +$51K 0.01% 798
2026
Q1 		$341K Sell
4,672
-634
-12% -$47.3K 0.01% 888
2025
Q4 		$411K Sell
5,306
-442
-8% -$33.8K 0.01% 781
2025
Q3 		$447K Sell
5,748
-595
-9% -$44.6K 0.01% 688
2025
Q2 		$512K Buy
6,343
+594
+10% +$46.9K 0.02% 583
2025
Q1 		$468K Buy
5,749
+1,224
+27% +$94.4K 0.02% 566
2024
Q4 		$330K Buy
4,525
+770
+21% +$53.1K 0.02% 672
2024
Q3 		$223K Buy
+3,755
New +$204K 0.01% 804

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

Atomi Financial Group's UNM Position: Q2 2026 in Review

Atomi Financial Group increased its Unum (UNM) stake by 13% in Q2 2026, buying an estimated $51K and bringing the position to 5,287 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #798.

Atomi Financial Group first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. The position peaked at $512K in Q2 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Atomi Financial Group held 5,287 shares of Unum worth $473K as of Q2 2026.
  • Atomi Financial Group bought 615 Unum shares in Q2 2026, an estimated $51K.
  • Unum made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #798 holding.
  • Atomi Financial Group first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Unum position peaked at $512K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.