IPS
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Investors Portfolio Services’s Unum UNM Stock Holding History

Investors Portfolio Services’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 		$19.2K Buy
215
+1
+0.5% +$83 0.01% 120
2026
Q1 		$16K Buy
214
+38
+22% +$2.84K 0.01% 117
2025
Q4 		$13.6K Buy
+176
New +$13.5K 0.01% 117

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Investors Portfolio Services's UNM Position: Q2 2026 in Review

Investors Portfolio Services increased its Unum (UNM) stake by 0.47% in Q2 2026, buying an estimated $83 and bringing the position to 215 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #120.

Investors Portfolio Services first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Investors Portfolio Services held 215 shares of Unum worth $19.2K as of Q2 2026.
  • Investors Portfolio Services bought 1 Unum share in Q2 2026, an estimated $83.
  • Unum made up 0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #120 holding.
  • Investors Portfolio Services first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.