EI
UNM icon

Ethic Inc’s Unum UNM Stock Holding History

Ethic Inc’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 		$3M Buy
33,575
+8,562
+34% +$709K 0.04% 403
2026
Q1 		$1.83M Buy
25,013
+691
+3% +$51.6K 0.03% 490
2025
Q4 		$1.88M Buy
24,322
+662
+3% +$50.6K 0.03% 474
2025
Q3 		$1.84M Sell
23,660
-7,905
-25% -$592K 0.03% 471
2025
Q2 		$2.54M Buy
31,565
+12,110
+62% +$956K 0.05% 375
2025
Q1 		$1.6M Sell
19,455
-3,050
-14% -$235K 0.03% 470
2024
Q4 		$1.64M Buy
22,505
+2,305
+11% +$159K 0.03% 458
2024
Q3 		$1.08M Sell
20,200
-595
-3% -$32.3K 0.03% 556
2024
Q2 		$1.06M Buy
20,795
+595
+3% +$30.8K 0.02% 545
2024
Q1 		$1.08M Sell
20,200
-776
-4% -$37.8K 0.03% 556
2023
Q4 		$949K Buy
20,976
+4,000
+24% +$182K 0.03% 552
2023
Q3 		$835K Sell
16,976
-296
-2% -$14.5K 0.03% 529
2023
Q2 		$824K Sell
17,272
-411
-2% -$17.9K 0.03% 500
2023
Q1 		$700K Buy
17,683
+5,230
+42% +$216K 0.03% 553
2022
Q4 		$511K Buy
12,453
+542
+5% +$22.7K 0.03% 568
2022
Q3 		$462K Buy
11,911
+3,171
+36% +$116K 0.03% 509
2022
Q2 		$297K Buy
8,740
+154
+2% +$5.21K 0.02% 621
2022
Q1 		$271K Sell
8,586
-858
-9% -$24K 0.02% 631
2021
Q4 		$232K Sell
9,444
-2,344
-20% -$60K 0.02% 579
2021
Q3 		$295K Buy
+11,788
New +$312K 0.03% 483

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ethic Inc's UNM Position: Q2 2026 in Review

Ethic Inc increased its Unum (UNM) stake by 34% in Q2 2026, buying an estimated $709K and bringing the position to 33,575 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #403.

Ethic Inc first reported a position in UNM in Q3 2021 and has held it in 20 quarters since. 237 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ethic Inc held 33,575 shares of Unum worth $3M as of Q2 2026.
  • Ethic Inc bought 8,562 Unum shares in Q2 2026, an estimated $709K.
  • Unum made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #403 holding.
  • Ethic Inc first reported a position in Unum in Q3 2021 and has held it in 20 quarters since.
  • 237 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.