Empirical Asset Management’s Unum UNM Stock Holding History

Empirical Asset Management’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	$376K	Buy	4,206 +11	+0.3%	+$912	0.08%	275
2026 Q1	$306K	Buy	+4,195	New	+$313K	0.08%	288

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

Empirical Asset Management's UNM Position: Q2 2026 in Review

Empirical Asset Management increased its Unum (UNM) stake by 0.26% in Q2 2026, buying an estimated $912 and bringing the position to 4,206 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #275.

Empirical Asset Management first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Empirical Asset Management held 4,206 shares of Unum worth $376K as of Q2 2026.
Empirical Asset Management bought 11 Unum shares in Q2 2026, an estimated $912.
Unum made up 0.08% of Empirical Asset Management's portfolio in Q2 2026, its #275 holding.
Empirical Asset Management first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.