Calamos Advisors’s Unum UNM Stock Holding History

Calamos Advisors’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	–	Sell	-3,925	Closed	-$287K	–	1263
2026 Q1	$287K	Buy	+3,925	New	+$293K	﹤0.01%	1037
2019 Q2	–	Sell	-277,500	Closed	-$9.39M	–	786
2019 Q1	$9.39M	Sell	277,500 -422,500	-60%	-$14.7M	0.06%	321
2018 Q4	$20.6M	Buy	+700,000	New	+$24.5M	0.14%	211
2018 Q2	–	Sell	-4,260	Closed	-$203K	–	633
2018 Q1	$203K	Hold	4,260	–	–	﹤0.01%	593
2017 Q4	$234K	Sell	4,260 -150	-3%	-$8.05K	﹤0.01%	578
2017 Q3	$225K	Sell	4,410 -1,015	-19%	-$49.5K	﹤0.01%	585
2017 Q2	$253K	Hold	5,425	–	–	﹤0.01%	583
2017 Q1	$254K	Hold	5,425	–	–	﹤0.01%	586
2016 Q4	$238K	Buy	+5,425	New	+$217K	﹤0.01%	604
2016 Q3	–	Sell	-9,790	Closed	-$311K	–	632
2016 Q2	$311K	Hold	9,790	–	–	﹤0.01%	572
2016 Q1	$303K	Hold	9,790	–	–	﹤0.01%	587
2015 Q4	$326K	Hold	9,790	–	–	﹤0.01%	604
2015 Q3	$314K	Hold	9,790	–	–	﹤0.01%	629
2015 Q2	$350K	Hold	9,790	–	–	﹤0.01%	612
2015 Q1	$330K	Buy	+9,790	New	+$325K	﹤0.01%	624

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

Calamos Advisors's UNM Position: Q2 2026 in Review

Calamos Advisors sold out of Unum (UNM) in Q2 2026, closing a stake of 3,925 shares — an estimated $287K sold.

Calamos Advisors first reported a position in UNM in Q1 2015 and held it in 15 quarters. The position peaked at $20.6M in Q4 2018. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Calamos Advisors reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 3,925 Unum shares in Q2 2026, an estimated $287K.
Calamos Advisors first reported a position in Unum in Q1 2015 and held it in 15 quarters.
Calamos Advisors's Unum position peaked at $20.6M in Q4 2018.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.