Concurrent Investment Advisors’s Unum UNM Stock Holding History

Concurrent Investment 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	$2.32M	Buy	25,910 +216	+0.8%	+$17.9K	0.02%	676
2026 Q1	$1.88M	Buy	25,694 +375	+1%	+$28K	0.02%	640
2025 Q4	$1.96M	Sell	25,319 -258	-1%	-$19.7K	0.02%	578
2025 Q3	$1.99M	Sell	25,577 -5,838	-19%	-$437K	0.03%	469
2025 Q2	$2.54M	Buy	31,415 +14	+0%	+$1.11K	0.05%	371
2025 Q1	$2.56M	Buy	31,401 +11,524	+58%	+$888K	0.06%	321
2024 Q4	$1.45M	Buy	19,877 +1,927	+11%	+$133K	0.04%	400
2024 Q3	$1.07M	Buy	17,950 +674	+4%	+$36.6K	0.03%	445
2024 Q2	$883K	Buy	17,276 +772	+5%	+$39.9K	0.03%	458
2024 Q1	$886K	Sell	16,504 -484	-3%	-$23.6K	0.04%	394
2023 Q4	$768K	Buy	+16,988	New	+$774K	0.04%	384

Other funds holding UNM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Concurrent Investment Advisors's UNM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Unum (UNM) stake by 0.84% in Q2 2026, buying an estimated $17.9K and bringing the position to 25,910 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #676.

Concurrent Investment Advisors first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q1 2025. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Concurrent Investment Advisors held 25,910 shares of Unum worth $2.32M as of Q2 2026.
Concurrent Investment Advisors bought 216 Unum shares in Q2 2026, an estimated $17.9K.
Unum made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #676 holding.
Concurrent Investment Advisors first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Unum position peaked at $2.56M in Q1 2025.
266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.