FFO
UNM icon

Fortitude Family Office’s Unum UNM Stock Holding History

Fortitude Family Office’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 		$17.3K Buy
193
+12
+7% +$994 ﹤0.01% 576
2026
Q1 		$13.2K Buy
181
+73
+68% +$5.45K ﹤0.01% 557
2025
Q4 		$8.37K Sell
108
-14
-11% -$1.07K ﹤0.01% 639
2025
Q3 		$9.49K Hold
122
– – ﹤0.01% 590
2025
Q2 		$9.85K Buy
122
+43
+54% +$3.4K ﹤0.01% 560
2025
Q1 		$6.43K Hold
79
– – ﹤0.01% 663
2024
Q4 		$5.77K Buy
79
+3
+4% +$207 ﹤0.01% 793
2024
Q3 		$4.52K Buy
76
+14
+23% +$760 ﹤0.01% 817
2024
Q2 		$3.17K Hold
62
– – ﹤0.01% 717
2024
Q1 		$3.33K Buy
+62
New +$3.02K ﹤0.01% 730

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

Fortitude Family Office's UNM Position: Q2 2026 in Review

Fortitude Family Office increased its Unum (UNM) stake by 6.6% in Q2 2026, buying an estimated $994 and bringing the position to 193 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Fortitude Family Office first reported a position in UNM in Q1 2024 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Fortitude Family Office held 193 shares of Unum worth $17.3K as of Q2 2026.
  • Fortitude Family Office bought 12 Unum shares in Q2 2026, an estimated $994.
  • Unum made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #576 holding.
  • Fortitude Family Office first reported a position in Unum in Q1 2024 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.