Calamos Advisors
UNM icon

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
2018
Q4 		– Sell
-900,000
Closed -$35.2M – 718
2018
Q3 		$35.2M Buy
+900,000
New +$33.6M 0.19% 139

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

Calamos Advisors's UNM Position: Q1 2026 in Review

Calamos Advisors opened a new position in Unum (UNM) in Q1 2026: 3,925 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in UNM as recently as Q1 2019.

Calamos Advisors first reported a position in UNM in Q1 2015 and has held it in 15 quarters since. The position peaked at $20.6M in Q4 2018. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Calamos Advisors held 3,925 shares of Unum worth $287K as of Q1 2026.
  • Unum was a new Calamos Advisors position in Q1 2026.
  • Unum made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #1037 holding.
  • Calamos Advisors first reported a position in Unum in Q1 2015 and has held it in 15 quarters since.
  • Calamos Advisors's Unum position peaked at $20.6M in Q4 2018.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.