CFM
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Catalyst Funds Management’s Unum UNM Stock Holding History

Catalyst Funds 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 		$2.51M Buy
28,086
+9,850
+54% +$816K 0.14% 157
2026
Q1 		$1.33M Buy
18,236
+14,636
+407% +$1.09M 0.23% 125
2025
Q4 		$279K Sell
3,600
-7,900
-69% -$604K 0.06% 244
2025
Q3 		$894K Buy
11,500
+7,600
+195% +$570K 0.14% 157
2025
Q2 		$315K Buy
+3,900
New +$308K 0.09% 263
2024
Q4 		– Sell
-5,600
Closed -$333K – 1224
2024
Q3 		$333K Buy
5,600
+4,200
+300% +$228K 0.07% 182
2024
Q2 		$71.6K Buy
+1,400
New +$72.4K 0.02% 352

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Catalyst Funds Management's UNM Position: Q2 2026 in Review

Catalyst Funds Management increased its Unum (UNM) stake by 54% in Q2 2026, buying an estimated $816K and bringing the position to 28,086 shares worth $2.51M. The position accounts for 0.14% of the portfolio, ranked #157.

Catalyst Funds Management first reported a position in UNM in Q2 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Catalyst Funds Management held 28,086 shares of Unum worth $2.51M as of Q2 2026.
  • Catalyst Funds Management bought 9,850 Unum shares in Q2 2026, an estimated $816K.
  • Unum made up 0.14% of Catalyst Funds Management's portfolio in Q2 2026, its #157 holding.
  • Catalyst Funds Management first reported a position in Unum in Q2 2024 and has held it in 7 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.