Baker Avenue Asset Management’s Unum UNM Stock Holding History

Baker Avenue Asset 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	$459K	Buy	5,137 +1,478	+40%	+$122K	0.01%	535
2026 Q1	$267K	Sell	3,659 -214	-6%	-$16K	0.01%	647
2025 Q4	$300K	Buy	+3,873	New	+$296K	0.01%	503
2023 Q4	–	Sell	-490	Closed	-$24.1K	–	1432
2023 Q3	$24.1K	Buy	490 +39	+9%	+$1.91K	﹤0.01%	625
2023 Q2	$21.5K	Hold	451	–	–	﹤0.01%	634
2023 Q1	$17.8K	Hold	451	–	–	﹤0.01%	681
2022 Q4	$18.5K	Buy	+451	New	+$18.9K	﹤0.01%	622

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

Baker Avenue Asset Management's UNM Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Unum (UNM) stake by 40% in Q2 2026, buying an estimated $122K and bringing the position to 5,137 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #535.

Baker Avenue Asset Management first reported a position in UNM in Q4 2022 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Baker Avenue Asset Management held 5,137 shares of Unum worth $459K as of Q2 2026.
Baker Avenue Asset Management bought 1,478 Unum shares in Q2 2026, an estimated $122K.
Unum made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #535 holding.
Baker Avenue Asset Management first reported a position in Unum in Q4 2022 and has held it in 7 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.