InceptionR’s Unum UNM Stock Holding History

InceptionR’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	$239K	Sell	2,677 -2,818	-51%	-$234K	0.06%	532
2026 Q1	$401K	Sell	5,495 -5,876	-52%	-$439K	0.1%	385
2025 Q4	$881K	Buy	+11,371	New	+$870K	0.24%	141

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

InceptionR's UNM Position: Q2 2026 in Review

InceptionR reduced its Unum (UNM) stake by 51% in Q2 2026, selling an estimated $234K and leaving 2,677 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #532.

InceptionR first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $881K in Q4 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

InceptionR held 2,677 shares of Unum worth $239K as of Q2 2026.
InceptionR sold 2,818 Unum shares in Q2 2026, an estimated $234K.
Unum made up 0.06% of InceptionR's portfolio in Q2 2026, its #532 holding.
InceptionR first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
InceptionR's Unum position peaked at $881K in Q4 2025.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.