John Overdeck’s Unum UNM Stock Holding History

John Overdeck’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	$402K	Buy	+4,500	New	+$373K	﹤0.01%	4326
2022 Q1	–	Sell	-11,400	Closed	-$280K	–	4346
2021 Q4	$280K	Buy	+11,400	New	+$292K	﹤0.01%	3690
2021 Q3	–	Sell	-10,000	Closed	-$284K	–	4737
2021 Q2	$284K	Buy	+10,000	New	+$294K	﹤0.01%	3558
2021 Q1	–	Sell	-18,400	Closed	-$422K	–	4255
2020 Q4	$422K	Buy	18,400 +5,900	+47%	+$122K	﹤0.01%	2631
2020 Q3	$210K	Buy	12,500 +1,500	+14%	+$26.7K	﹤0.01%	2794
2020 Q2	$182K	Buy	+11,000	New	+$174K	﹤0.01%	2673
2019 Q4	–	Sell	-12,900	Closed	-$383K	–	4001
2019 Q3	$383K	Buy	12,900 +1,900	+17%	+$56.4K	﹤0.01%	2770
2019 Q2	$369K	Buy	+11,000	New	+$381K	﹤0.01%	2728
2017 Q3	–	Sell	-8,000	Closed	-$373K	–	3215
2017 Q2	$373K	Buy	+8,000	New	+$368K	﹤0.01%	2525
2015 Q3	–	Sell	-85,000	Closed	-$3.04M	–	2759
2015 Q2	$3.04M	Buy	85,000 +77,000	+963%	+$2.69M	0.01%	970
2015 Q1	$270K	Buy	+8,000	New	+$265K	﹤0.01%	2330

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

John Overdeck's UNM Position: Q2 2026 in Review

John Overdeck increased its Unum (UNM) stake by 15% in Q2 2026, buying an estimated $19.5M and bringing the position to 1,759,799 shares worth $157M. The position accounts for 0.11% of the portfolio, ranked #200.

John Overdeck first reported a position in UNM in Q3 2013 and has held it in 45 quarters since. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

John Overdeck held 1,759,799 shares of Unum worth $157M as of Q2 2026.
John Overdeck bought 235,071 Unum shares in Q2 2026, an estimated $19.5M.
Unum made up 0.11% of John Overdeck's portfolio in Q2 2026, its #200 holding.
John Overdeck first reported a position in Unum in Q3 2013 and has held it in 45 quarters since.
758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.