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FORA Capital’s Unum UNM Stock Holding History

FORA Capital’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 		– Sell
-28,146
Closed -$2.06M – 556
2026
Q1 		$2.06M Buy
28,146
+21,956
+355% +$1.64M 0.15% 161
2025
Q4 		$480K Buy
+6,190
New +$473K 0.06% 305
2025
Q2 		– Sell
-12,817
Closed -$1.04M – 708
2025
Q1 		$1.04M Sell
12,817
-27,838
-68% -$2.15M 0.11% 215
2024
Q4 		$2.97M Buy
+40,655
New +$2.8M 0.34% 96
2024
Q2 		– Sell
-19,741
Closed -$1.06M – 542
2024
Q1 		$1.06M Buy
+19,741
New +$962K 0.09% 234
2022
Q3 		– Sell
-15,817
Closed -$538K – 583
2022
Q2 		$538K Sell
15,817
-8,265
-34% -$280K 0.11% 234
2022
Q1 		$759K Buy
+24,082
New +$673K 0.14% 207
2020
Q3 		– Sell
-9,204
Closed -$153K – 998
2020
Q2 		$153K Buy
+9,204
New +$145K 0.05% 404

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

FORA Capital's UNM Position: Q2 2026 in Review

FORA Capital sold out of Unum (UNM) in Q2 2026, closing a stake of 28,146 shares — an estimated $2.06M sold.

FORA Capital first reported a position in UNM in Q2 2020 and held it in 8 quarters. The position peaked at $2.97M in Q4 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • FORA Capital reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 28,146 Unum shares in Q2 2026, an estimated $2.06M.
  • FORA Capital first reported a position in Unum in Q2 2020 and held it in 8 quarters.
  • FORA Capital's Unum position peaked at $2.97M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.