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Edgestream Partners’s Unum UNM Stock Holding History

Edgestream Partners’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 		$2.69M Buy
+30,074
New +$2.49M 0.08% 440
2025
Q3 		– Sell
-37,967
Closed -$3.07M – 1070
2025
Q2 		$3.07M Buy
37,967
+3,012
+9% +$238K 0.09% 428
2025
Q1 		$2.85M Sell
34,955
-96,993
-74% -$7.48M 0.1% 391
2024
Q4 		$9.64M Buy
+131,948
New +$9.1M 0.41% 15
2024
Q3 		– Sell
-4,562
Closed -$233K – 1093
2024
Q2 		$233K Sell
4,562
-97,877
-96% -$5.06M 0.01% 785
2024
Q1 		$5.5M Buy
+102,439
New +$4.99M 0.27% 87
2023
Q3 		– Sell
-9,398
Closed -$448K – 986
2023
Q2 		$448K Sell
9,398
-12,788
-58% -$558K 0.04% 554
2023
Q1 		$878K Sell
22,186
-46,073
-67% -$1.9M 0.1% 316
2022
Q4 		$2.8M Sell
68,259
-110,715
-62% -$4.64M 0.31% 90
2022
Q3 		$6.94M Buy
178,974
+106,199
+146% +$3.88M 0.54% 44
2022
Q2 		$2.48M Buy
72,775
+62,264
+592% +$2.11M 0.2% 171
2022
Q1 		$331K Buy
+10,511
New +$294K 0.03% 469
2020
Q4 		– Sell
-21,507
Closed -$362K – 427
2020
Q3 		$362K Sell
21,507
-128,519
-86% -$2.29M 0.02% 261
2020
Q2 		$2.49M Buy
150,026
+83,579
+126% +$1.32M 0.13% 177
2020
Q1 		$997K Buy
66,447
+13,449
+25% +$324K 0.09% 201
2019
Q4 		$1.54M Buy
52,998
+14,783
+39% +$430K 0.08% 201
2019
Q3 		$1.14M Buy
+38,215
New +$1.13M 0.11% 175
2018
Q4 		– Sell
-91,955
Closed -$3.59M – 298
2018
Q3 		$3.59M Sell
91,955
-95,436
-51% -$3.56M 0.61% 61
2018
Q2 		$6.93M Buy
187,391
+25,801
+16% +$1.08M 1.41% 11
2018
Q1 		$7.69M Buy
+161,590
New +$8.44M 1.51% 9

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

Edgestream Partners's UNM Position: Q2 2026 in Review

Edgestream Partners opened a new position in Unum (UNM) in Q2 2026: 30,074 shares worth $2.69M. The stake represents 0.08% of the portfolio and ranks #440 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in UNM as recently as Q2 2025.

Edgestream Partners first reported a position in UNM in Q1 2018 and has held it in 20 quarters since. The position peaked at $9.64M in Q4 2024. 762 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Edgestream Partners held 30,074 shares of Unum worth $2.69M as of Q2 2026.
  • Unum was a new Edgestream Partners position in Q2 2026.
  • Unum made up 0.08% of Edgestream Partners's portfolio in Q2 2026, its #440 holding.
  • Edgestream Partners first reported a position in Unum in Q1 2018 and has held it in 20 quarters since.
  • Edgestream Partners's Unum position peaked at $9.64M in Q4 2024.
  • 762 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.