Geode Capital Management
UNM icon

Geode Capital Management’s Unum UNM Stock Holding History

Geode 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 		$279M Sell
3,120,361
-203,536
-6% -$16.9M 0.01% 666
2026
Q1 		$243M Buy
3,323,897
+51,869
+2% +$3.87M 0.02% 660
2025
Q4 		$254M Sell
3,272,028
-115,022
-3% -$8.8M 0.02% 636
2025
Q3 		$267M Buy
3,387,050
+45,461
+1% +$3.41M 0.02% 611
2025
Q2 		$272M Buy
3,341,589
+219,076
+7% +$17.3M 0.02% 568
2025
Q1 		$254M Buy
3,122,513
+138,764
+5% +$10.7M 0.02% 564
2024
Q4 		$218M Sell
2,983,749
-42,996
-1% -$2.96M 0.02% 607
2024
Q3 		$180M Sell
3,026,745
-71,254
-2% -$3.87M 0.01% 661
2024
Q2 		$158M Buy
3,097,999
+36,597
+1% +$1.89M 0.01% 674
2024
Q1 		$164M Buy
3,061,402
+99,010
+3% +$4.83M 0.02% 672
2023
Q4 		$134M Buy
2,962,392
+94,430
+3% +$4.3M 0.01% 705
2023
Q3 		$141M Sell
2,867,962
-35,238
-1% -$1.72M 0.02% 619
2023
Q2 		$139M Buy
2,903,200
+43,368
+2% +$1.89M 0.02% 627
2023
Q1 		$114M Buy
2,859,832
+173,708
+6% +$7.17M 0.01% 679
2022
Q4 		$110M Buy
2,686,124
+46,455
+2% +$1.95M 0.02% 678
2022
Q3 		$102M Sell
2,639,669
-55,359
-2% -$2.02M 0.02% 671
2022
Q2 		$91.7M Sell
2,695,028
-72,748
-3% -$2.46M 0.01% 723
2022
Q1 		$87.2M Sell
2,767,776
-191,311
-6% -$5.35M 0.01% 861
2021
Q4 		$72.7M Buy
2,959,087
+110,142
+4% +$2.82M 0.01% 1015
2021
Q3 		$71.4M Sell
2,848,945
-1,092,245
-28% -$28.9M 0.01% 999
2021
Q2 		$112M Buy
3,941,190
+33,295
+0.9% +$979K 0.02% 738
2021
Q1 		$109M Sell
3,907,895
-164,828
-4% -$4.28M 0.02% 719
2020
Q4 		$93.3M Buy
4,072,723
+31,714
+0.8% +$656K 0.02% 729
2020
Q3 		$67.9M Sell
4,041,009
-55,717
-1% -$991K 0.01% 766
2020
Q2 		$67.9M Buy
4,096,726
+23,232
+0.6% +$367K 0.01% 722
2020
Q1 		$61M Buy
4,073,494
+45,892
+1% +$1.1M 0.02% 671
2019
Q4 		$117M Buy
4,027,602
+62,627
+2% +$1.82M 0.02% 556
2019
Q3 		$118M Buy
3,964,975
+446,952
+13% +$13.3M 0.03% 519
2019
Q2 		$118M Buy
3,518,023
+233,956
+7% +$8.1M 0.03% 520
2019
Q1 		$111M Sell
3,284,067
-60,257
-2% -$2.1M 0.03% 520
2018
Q4 		$98.1M Buy
3,344,324
+438,390
+15% +$15.3M 0.03% 499
2018
Q3 		$113M Buy
2,905,934
+170,611
+6% +$6.37M 0.03% 496
2018
Q2 		$101M Sell
2,735,323
-5,888
-0.2% -$246K 0.03% 510
2018
Q1 		$130M Buy
2,741,211
+226,524
+9% +$11.8M 0.04% 416
2017
Q4 		$138M Buy
2,514,687
+85,020
+3% +$4.56M 0.05% 387
2017
Q3 		$124M Buy
2,429,667
+63,485
+3% +$3.1M 0.05% 390
2017
Q2 		$110M Buy
2,366,182
+22,288
+1% +$1.03M 0.04% 411
2017
Q1 		$110M Buy
2,343,894
+201,183
+9% +$9.42M 0.05% 395
2016
Q4 		$94M Buy
2,142,711
+118,834
+6% +$4.75M 0.04% 401
2016
Q3 		$71.3M Buy
2,023,877
+97,293
+5% +$3.29M 0.04% 461
2016
Q2 		$61.1M Sell
1,926,584
-28,207
-1% -$954K 0.03% 475
2016
Q1 		$60.3K Buy
1,954,791
+12,655
+0.7% +$371K 0.03% 476
2015
Q4 		$64.5M Sell
1,942,136
-21,064
-1% -$726K 0.04% 448
2015
Q3 		$62.9M Sell
1,963,200
-10,467
-0.5% -$361K 0.04% 447
2015
Q2 		$70.4M Sell
1,973,667
-18,875
-0.9% -$660K 0.04% 430
2015
Q1 		$67.1M Buy
1,992,542
+38,400
+2% +$1.27M 0.04% 435
2014
Q4 		$68.1M Buy
1,954,142
+42,743
+2% +$1.44M 0.04% 421
2014
Q3 		$65.6M Sell
1,911,399
-30,160
-2% -$1.06M 0.04% 406
2014
Q2 		$67.4M Sell
1,941,559
-91,150
-4% -$3.11M 0.04% 401
2014
Q1 		$71.7M Buy
2,032,709
+30,178
+2% +$1.03M 0.05% 378
2013
Q4 		$70.2M Buy
2,002,531
+149,854
+8% +$4.91M 0.05% 369
2013
Q3 		$56.4M Buy
1,852,677
+39,237
+2% +$1.21M 0.05% 395
2013
Q2 		$53.3M Buy
+1,813,440
New +$50.5M 0.05% 385

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Geode Capital Management reduced its Unum (UNM) stake by 6.1% in Q2 2026, selling an estimated $16.9M and leaving 3,120,361 shares worth $279M. The position accounts for 0.01% of the portfolio, ranked #666.

Geode Capital Management first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. 709 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Geode Capital Management held 3,120,361 shares of Unum worth $279M as of Q2 2026.
  • Geode Capital Management sold 203,536 Unum shares in Q2 2026, an estimated $16.9M.
  • Unum made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #666 holding.
  • Geode Capital Management first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
  • 709 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.