Genus Capital Management’s Unum UNM Stock Holding History

Genus Capital Management’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	$1.82M	Buy	+20,310	New	+$1.68M	0.18%	130
2025 Q3	–	Sell	-5,595	Closed	-$452K	–	228
2025 Q2	$452K	Hold	5,595	–	–	0.06%	146
2025 Q1	$456K	Buy	+5,595	New	+$431K	0.07%	142
2024 Q2	–	Sell	-5,205	Closed	-$269K	–	376
2024 Q1	$279K	Buy	+5,205	New	+$254K	0.04%	177
2023 Q4	–	Sell	-13,641	Closed	-$621K	–	351
2023 Q3	$671K	Sell	13,641 -55,023	-80%	-$2.69M	0.11%	137
2023 Q2	$3.28M	Buy	+68,664	New	+$3M	0.48%	70

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Genus Capital Management's UNM Position: Q2 2026 in Review

Genus Capital Management opened a new position in Unum (UNM) in Q2 2026: 20,310 shares worth $1.82M. The stake represents 0.18% of the portfolio and ranks #130 among its holdings. This is a return to the name: Genus Capital Management previously reported a position in UNM as recently as Q2 2025.

Genus Capital Management first reported a position in UNM in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.28M in Q2 2023. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Genus Capital Management held 20,310 shares of Unum worth $1.82M as of Q2 2026.
Unum was a new Genus Capital Management position in Q2 2026.
Unum made up 0.18% of Genus Capital Management's portfolio in Q2 2026, its #130 holding.
Genus Capital Management first reported a position in Unum in Q2 2023 and has held it in 6 quarters since.
Genus Capital Management's Unum position peaked at $3.28M in Q2 2023.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.