Bailard’s Unum UNM Stock Holding History

Bailard’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	$2.11M	Buy	23,608 +4,837	+26%	+$401K	0.04%	255
2026 Q1	$1.37M	Sell	18,771 -37	-0.2%	-$2.76K	0.03%	278
2025 Q4	$1.46M	Buy	18,808 +2,005	+12%	+$153K	0.03%	269
2025 Q3	$1.31M	Buy	16,803 +3,978	+31%	+$298K	0.03%	296
2025 Q2	$1.04M	Sell	12,825 -371	-3%	-$29.3K	0.02%	319
2025 Q1	$1.07M	Buy	+13,196	New	+$1.02M	0.03%	297
2024 Q1	–	Sell	-4,600	Closed	-$208K	–	816
2023 Q4	$208K	Hold	4,600	–	–	0.01%	651
2023 Q3	$226K	Hold	4,600	–	–	0.01%	626
2023 Q2	$219K	Buy	+4,600	New	+$201K	0.01%	622
2021 Q2	–	Sell	-7,217	Closed	-$201K	–	763
2021 Q1	$201K	Buy	+7,217	New	+$187K	0.01%	668
2020 Q2	–	Sell	-15,600	Closed	-$234K	–	559
2020 Q1	$234K	Buy	+15,600	New	+$375K	0.02%	380

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 $3.37T AUM 44.26% 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

Bailard's UNM Position: Q2 2026 in Review

Bailard increased its Unum (UNM) stake by 26% in Q2 2026, buying an estimated $401K and bringing the position to 23,608 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #255.

Bailard first reported a position in UNM in Q1 2020 and has held it in 11 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Bailard held 23,608 shares of Unum worth $2.11M as of Q2 2026.
Bailard bought 4,837 Unum shares in Q2 2026, an estimated $401K.
Unum made up 0.04% of Bailard's portfolio in Q2 2026, its #255 holding.
Bailard first reported a position in Unum in Q1 2020 and has held it in 11 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.