iSAM Funds (UK)’s Unum UNM Stock Holding History

iSAM Funds (UK)’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	–	Sell	-14,521	Closed	-$1.06M	–	426
2026 Q1	$1.06M	Buy	+14,521	New	+$1.08M	0.52%	54
2025 Q3	–	Sell	-35,330	Closed	-$2.85M	–	825
2025 Q2	$2.85M	Buy	+35,330	New	+$2.79M	0.63%	21
2025 Q1	–	Sell	-3,404	Closed	-$249K	–	428
2024 Q4	$249K	Buy	+3,404	New	+$235K	0.19%	205
2023 Q4	–	Sell	-11,849	Closed	-$583K	–	351
2023 Q3	$583K	Buy	+11,849	New	+$579K	0.37%	95

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

iSAM Funds (UK)'s UNM Position: Q2 2026 in Review

iSAM Funds (UK) sold out of Unum (UNM) in Q2 2026, closing a stake of 14,521 shares — an estimated $1.06M sold.

iSAM Funds (UK) first reported a position in UNM in Q3 2023 and held it in 4 quarters. The position peaked at $2.85M in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

iSAM Funds (UK) reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
iSAM Funds (UK) sold 14,521 Unum shares in Q2 2026, an estimated $1.06M.
iSAM Funds (UK) first reported a position in Unum in Q3 2023 and held it in 4 quarters.
iSAM Funds (UK)'s Unum position peaked at $2.85M in Q2 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.