Greenwood Capital Associates’s Unum UNM Stock Holding History

Greenwood Capital Associates’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	$795K	Sell	8,889 -89	-1%	-$7.38K	0.08%	175
2026 Q1	$656K	Buy	+8,978	New	+$670K	0.07%	172

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

Greenwood Capital Associates's UNM Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Unum (UNM) stake by 0.99% in Q2 2026, selling an estimated $7.38K and leaving 8,889 shares worth $795K. The position accounts for 0.08% of the portfolio, ranked #175.

Greenwood Capital Associates first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Greenwood Capital Associates held 8,889 shares of Unum worth $795K as of Q2 2026.
Greenwood Capital Associates sold 89 Unum shares in Q2 2026, an estimated $7.38K.
Unum made up 0.08% of Greenwood Capital Associates's portfolio in Q2 2026, its #175 holding.
Greenwood Capital Associates first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.