Gradient Investments’s Unum UNM Stock Holding History

Gradient Investments’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	$1.6M	Buy	+17,893	New	+$1.48M	0.02%	287
2024 Q3	–	Sell	-167	Closed	-$8.54K	–	1231
2024 Q2	$8.54K	Hold	167	–	–	﹤0.01%	766
2024 Q1	$8.96K	Hold	167	–	–	﹤0.01%	650
2023 Q4	$7.55K	Buy	167 +162	+3,240%	+$7.38K	﹤0.01%	890
2023 Q3	$246	Hold	5	–	–	﹤0.01%	1656
2023 Q2	$239	Buy	+5	New	+$218	﹤0.01%	1621
2020 Q1	–	Sell	-10	Closed	–	–	1247
2019 Q4	$0	Hold	10	–	–	﹤0.01%	1239
2019 Q3	$0	Buy	+10	New	+$297	﹤0.01%	1239
2018 Q4	–	Sell	-17	Closed	-$1K	–	1094
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	941
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	936
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	952
2017 Q4	$1K	Buy	+17	New	+$913	﹤0.01%	962
2015 Q3	–	Sell	-20	Closed	-$1K	–	684
2015 Q2	$1K	Hold	20	–	–	﹤0.01%	590
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	604
2014 Q4	$1K	Hold	20	–	–	﹤0.01%	538
2014 Q3	$1K	Hold	20	–	–	﹤0.01%	457
2014 Q2	$1K	Hold	20	–	–	﹤0.01%	475
2014 Q1	$1K	Buy	+20	New	+$683	﹤0.01%	496

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

Gradient Investments's UNM Position: Q2 2026 in Review

Gradient Investments opened a new position in Unum (UNM) in Q2 2026: 17,893 shares worth $1.6M. The stake represents 0.02% of the portfolio and ranks #287 among its holdings. This is a return to the name: Gradient Investments previously reported a position in UNM as recently as Q2 2024.

Gradient Investments first reported a position in UNM in Q1 2014 and has held it in 18 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Gradient Investments held 17,893 shares of Unum worth $1.6M as of Q2 2026.
Unum was a new Gradient Investments position in Q2 2026.
Unum made up 0.02% of Gradient Investments's portfolio in Q2 2026, its #287 holding.
Gradient Investments first reported a position in Unum in Q1 2014 and has held it in 18 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.