EF
UNM icon

Empowered Funds’s Unum UNM Stock Holding History

Empowered Funds’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 		$817K Sell
9,144
-16,995
-65% -$1.41M ﹤0.01% 1512
2026
Q1 		$1.91M Buy
+26,139
New +$1.95M 0.01% 1133
2025
Q3 		– Sell
-86,665
Closed -$7M – 1950
2025
Q2 		$7M Buy
86,665
+2,809
+3% +$222K 0.08% 333
2025
Q1 		$6.83M Buy
+83,856
New +$6.46M 0.1% 286
2024
Q2 		– Sell
-16,054
Closed -$861K – 1460
2024
Q1 		$861K Sell
16,054
-17
-0.1% -$829 0.02% 939
2023
Q4 		$727K Buy
16,071
+3,411
+27% +$155K 0.02% 891
2023
Q3 		$623K Buy
+12,660
New +$619K 0.02% 837
2023
Q1 		– Sell
-21,046
Closed -$864K – 713
2022
Q4 		$864K Buy
+21,046
New +$882K 0.06% 282

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

Empowered Funds's UNM Position: Q2 2026 in Review

Empowered Funds reduced its Unum (UNM) stake by 65% in Q2 2026, selling an estimated $1.41M and leaving 9,144 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Empowered Funds first reported a position in UNM in Q4 2022 and has held it in 8 quarters since. The position peaked at $7M in Q2 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Empowered Funds held 9,144 shares of Unum worth $817K as of Q2 2026.
  • Empowered Funds sold 16,995 Unum shares in Q2 2026, an estimated $1.41M.
  • Unum made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1512 holding.
  • Empowered Funds first reported a position in Unum in Q4 2022 and has held it in 8 quarters since.
  • Empowered Funds's Unum position peaked at $7M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.