DG
UNM icon

DMC Group’s Unum UNM Stock Holding History

DMC 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 		$891K Sell
9,972
-1,557
-14% -$129K 0.61% 49
2026
Q1 		$842K Buy
11,529
+196
+2% +$14.6K 0.57% 54
2025
Q4 		$878K Buy
11,333
+373
+3% +$28.5K 0.59% 52
2025
Q3 		$852K Buy
10,960
+1,006
+10% +$75.4K 0.59% 51
2025
Q2 		$804K Buy
9,954
+1,679
+20% +$133K 0.63% 50
2025
Q1 		$674K Buy
8,275
+1,170
+16% +$90.2K 0.55% 61
2024
Q4 		$519K Buy
7,105
+2,605
+58% +$180K 0.42% 77
2024
Q3 		$267K Buy
+4,500
New +$244K 0.22% 112

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

DMC Group's UNM Position: Q2 2026 in Review

DMC Group reduced its Unum (UNM) stake by 14% in Q2 2026, selling an estimated $129K and leaving 9,972 shares worth $891K. The position accounts for 0.61% of the portfolio, ranked #49.

DMC Group first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • DMC Group held 9,972 shares of Unum worth $891K as of Q2 2026.
  • DMC Group sold 1,557 Unum shares in Q2 2026, an estimated $129K.
  • Unum made up 0.61% of DMC Group's portfolio in Q2 2026, its #49 holding.
  • DMC Group first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.