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AXQ Capital’s Unum UNM Stock Holding History

AXQ Capital’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 		$557K Buy
+7,624
New +$569K 0.07% 384
2024
Q3 		– Sell
-21,220
Closed -$1.08M – 606
2024
Q2 		$1.08M Buy
21,220
+9,248
+77% +$478K 0.25% 144
2024
Q1 		$642K Sell
11,972
-17,444
-59% -$850K 0.15% 237
2023
Q4 		$1.33M Buy
29,416
+18,540
+170% +$844K 0.35% 60
2023
Q3 		$535K Buy
+10,876
New +$532K 0.19% 204
2023
Q1 		– Sell
-7,261
Closed -$298K – 648
2022
Q4 		$298K Buy
+7,261
New +$304K 0.21% 189

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AXQ Capital's UNM Position: Q1 2026 in Review

AXQ Capital opened a new position in Unum (UNM) in Q1 2026: 7,624 shares worth $557K. The stake represents 0.07% of the portfolio and ranks #384 among its holdings. This is a return to the name: AXQ Capital previously reported a position in UNM as recently as Q2 2024.

AXQ Capital first reported a position in UNM in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • AXQ Capital held 7,624 shares of Unum worth $557K as of Q1 2026.
  • Unum was a new AXQ Capital position in Q1 2026.
  • Unum made up 0.07% of AXQ Capital's portfolio in Q1 2026, its #384 holding.
  • AXQ Capital first reported a position in Unum in Q4 2022 and has held it in 6 quarters since.
  • AXQ Capital's Unum position peaked at $1.33M in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.