Covestor
UNM icon

Covestor’s Unum UNM Stock Holding History

Covestor’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
Q3 		$11K Sell
125
-201
-62% -$18.2K 0.01% 1418
2026
Q2 		$29K Sell
326
-280
-46% -$23.2K 0.02% 1047
2026
Q1 		$44K Sell
606
-931
-61% -$69.5K 0.03% 785
2025
Q4 		$119K Hold
1,537
– – 0.06% 478
2025
Q3 		$119K Buy
1,537
+113
+8% +$8.47K 0.07% 478
2025
Q2 		$115K Sell
1,424
-3
-0.2% -$237 0.07% 468
2025
Q1 		$117K Sell
1,427
-520
-27% -$40.1K 0.08% 390
2024
Q4 		$142K Sell
1,947
-562
-22% -$38.7K 0.09% 314
2024
Q3 		$149K Buy
2,509
+499
+25% +$27.1K 0.09% 311
2024
Q2 		$103K Buy
2,010
+4
+0.2% +$207 0.07% 471
2024
Q1 		$108K Buy
2,006
+431
+27% +$21K 0.07% 495
2023
Q4 		$71K Sell
1,575
-114
-7% -$5.19K 0.05% 696
2023
Q3 		$83K Sell
1,689
-480
-22% -$23.5K 0.06% 530
2023
Q2 		$103K Sell
2,169
-338
-13% -$14.7K 0.08% 422
2023
Q1 		$99K Buy
2,507
+889
+55% +$36.7K 0.09% 380
2022
Q4 		$66K Sell
1,618
-1,903
-54% -$79.7K 0.05% 611
2022
Q3 		$137K Sell
3,521
-1,195
-25% -$43.7K 0.12% 206
2022
Q2 		$160K Sell
4,716
-2,128
-31% -$72K 0.13% 178
2022
Q1 		$216K Buy
6,844
+3,953
+137% +$110K 0.14% 132
2021
Q4 		$71K Buy
+2,891
New +$74K 0.1% 335

Other funds holding UNM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Covestor's UNM Position: Q3 2026 in Review

Covestor reduced its Unum (UNM) stake by 62% in Q3 2026, selling an estimated $18.2K and leaving 125 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1418.

Covestor first reported a position in UNM in Q4 2021 and has held it in 20 quarters since. The position peaked at $216K in Q1 2022. 608 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Covestor held 125 shares of Unum worth $11K as of Q3 2026.
  • Covestor sold 201 Unum shares in Q3 2026, an estimated $18.2K.
  • Unum made up 0.01% of Covestor's portfolio in Q3 2026, its #1418 holding.
  • Covestor first reported a position in Unum in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Unum position peaked at $216K in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.