Denali Advisors’s Unum UNM Stock Holding History

Denali 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	–	Sell	-5,120	Closed	-$374K	–	346
2026 Q1	$374K	Hold	5,120	–	–	0.04%	261
2025 Q4	$397K	Buy	+5,120	New	+$392K	0.04%	266
2022 Q2	–	Sell	-30	Closed	-$1K	–	419
2022 Q1	$1K	Buy	+30	New	+$838	﹤0.01%	371
2021 Q2	–	Sell	-78	Closed	-$2K	–	369
2021 Q1	$2K	Hold	78	–	–	﹤0.01%	344
2020 Q4	$2K	Sell	78 -31,422	-100%	-$650K	﹤0.01%	365
2020 Q3	$530K	Sell	31,500 -18,400	-37%	-$327K	0.11%	193
2020 Q2	$828K	Hold	49,900	–	–	0.16%	157
2020 Q1	$749K	Buy	49,900 +23,200	+87%	+$558K	0.16%	130
2019 Q4	$779K	Buy	+26,700	New	+$777K	0.11%	161
2018 Q1	–	Sell	-34,500	Closed	-$1.89M	–	296
2017 Q4	$1.89M	Buy	+34,500	New	+$1.85M	0.29%	72
2016 Q4	–	Sell	-7,000	Closed	-$247K	–	311
2016 Q3	$247K	Sell	7,000 -33,800	-83%	-$1.14M	0.04%	125
2016 Q2	$1.3M	Sell	40,800 -2,800	-6%	-$94.7K	0.22%	88
2016 Q1	$1.35M	Hold	43,600	–	–	0.29%	86
2015 Q4	$1.45M	Buy	+43,600	New	+$1.5M	0.32%	76

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Denali Advisors's UNM Position: Q2 2026 in Review

Denali Advisors sold out of Unum (UNM) in Q2 2026, closing a stake of 5,120 shares — an estimated $374K sold.

Denali Advisors first reported a position in UNM in Q4 2015 and held it in 14 quarters. The position peaked at $1.89M in Q4 2017. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Denali Advisors reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Denali Advisors sold 5,120 Unum shares in Q2 2026, an estimated $374K.
Denali Advisors first reported a position in Unum in Q4 2015 and held it in 14 quarters.
Denali Advisors's Unum position peaked at $1.89M in Q4 2017.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.