Ensign Peak Advisors
UNM icon

Ensign Peak Advisors’s Unum UNM Stock Holding History

Ensign Peak 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 		$44.4M Sell
496,562
-87,673
-15% -$7.27M 0.07% 207
2026
Q1 		$42.7M Sell
584,235
-16,022
-3% -$1.2M 0.08% 202
2025
Q4 		$46.5M Sell
600,257
-90,595
-13% -$6.93M 0.08% 192
2025
Q3 		$53.7M Sell
690,852
-21,354
-3% -$1.6M 0.09% 190
2025
Q2 		$57.5M Buy
712,206
+629,665
+763% +$49.7M 0.1% 183
2025
Q1 		$6.72M Buy
82,541
+7,173
+10% +$553K 0.01% 564
2024
Q4 		$5.5M Buy
75,368
+9,662
+15% +$666K 0.01% 624
2024
Q3 		$3.91M Sell
65,706
-14,335
-18% -$778K 0.01% 712
2024
Q2 		$4.09M Buy
80,041
+2,350
+3% +$122K 0.01% 680
2024
Q1 		$4.17M Sell
77,691
-7,289
-9% -$355K 0.01% 679
2023
Q4 		$3.84M Buy
84,980
+7,387
+10% +$336K 0.01% 695
2023
Q3 		$3.82M Sell
77,593
-32,132
-29% -$1.57M 0.01% 646
2023
Q2 		$5.23M Sell
109,725
-52,040
-32% -$2.27M 0.01% 573
2023
Q1 		$6.4M Sell
161,765
-56,358
-26% -$2.33M 0.01% 502
2022
Q4 		$8.95M Buy
218,123
+13,673
+7% +$573K 0.02% 438
2022
Q3 		$7.93M Buy
204,450
+125,310
+158% +$4.58M 0.02% 415
2022
Q2 		$2.69M Buy
79,140
+57,340
+263% +$1.94M 0.01% 700
2022
Q1 		$687K Hold
21,800
– – ﹤0.01% 1413
2021
Q4 		$536K Hold
21,800
– – ﹤0.01% 1602
2021
Q3 		$546K Sell
21,800
-18,963
-47% -$502K ﹤0.01% 1605
2021
Q2 		$1.16M Sell
40,763
-9,070
-18% -$267K ﹤0.01% 1386
2021
Q1 		$1.39M Sell
49,833
-125,236
-72% -$3.25M ﹤0.01% 1285
2020
Q4 		$4.02M Sell
175,069
-1,686,472
-91% -$34.9M 0.01% 695
2020
Q3 		$31.3M Buy
1,861,541
+26,416
+1% +$470K 0.08% 217
2020
Q2 		$30.4M Buy
1,835,125
+578,697
+46% +$9.13M 0.08% 201
2020
Q1 		$18.9M Buy
1,256,428
+114,960
+10% +$2.77M 0.06% 232
2019
Q4 		$33.3M Buy
+1,141,468
New +$33.2M 0.09% 201

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

Ensign Peak Advisors's UNM Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Unum (UNM) stake by 15% in Q2 2026, selling an estimated $7.27M and leaving 496,562 shares worth $44.4M. The position accounts for 0.07% of the portfolio, ranked #207.

Ensign Peak Advisors first reported a position in UNM in Q4 2019 and has held it in 27 quarters since. The position peaked at $57.5M in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ensign Peak Advisors held 496,562 shares of Unum worth $44.4M as of Q2 2026.
  • Ensign Peak Advisors sold 87,673 Unum shares in Q2 2026, an estimated $7.27M.
  • Unum made up 0.07% of Ensign Peak Advisors's portfolio in Q2 2026, its #207 holding.
  • Ensign Peak Advisors first reported a position in Unum in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Unum position peaked at $57.5M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.