CPIG
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Chicago Partners Investment Group’s Unum UNM Stock Holding History

Chicago Partners Investment Group’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 		$1.36M Buy
15,711
+4,380
+39% +$363K 0.03% 514
2026
Q1 		$876K Buy
11,331
+279
+3% +$20.8K 0.02% 604
2025
Q4 		$841K Buy
11,052
+1,019
+10% +$77.9K 0.02% 520
2025
Q3 		$749K Buy
10,033
+3,923
+64% +$294K 0.02% 517
2025
Q2 		$493K Buy
6,110
+330
+6% +$26.1K 0.01% 604
2025
Q1 		$465K Buy
5,780
+395
+7% +$30.5K 0.02% 546
2024
Q4 		$393K Buy
5,385
+444
+9% +$30.6K 0.01% 576
2024
Q3 		$313K Buy
4,941
+940
+23% +$51K 0.01% 611
2024
Q2 		$217K Buy
+4,001
New +$207K 0.01% 697

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

Chicago Partners Investment Group's UNM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Unum (UNM) stake by 39% in Q2 2026, buying an estimated $363K and bringing the position to 15,711 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #514.

Chicago Partners Investment Group first reported a position in UNM in Q2 2024 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Chicago Partners Investment Group held 15,711 shares of Unum worth $1.36M as of Q2 2026.
  • Chicago Partners Investment Group bought 4,380 Unum shares in Q2 2026, an estimated $363K.
  • Unum made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #514 holding.
  • Chicago Partners Investment Group first reported a position in Unum in Q2 2024 and has held it in 9 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.