LAM
UNM icon

L2 Asset Management’s Unum UNM Stock Holding History

L2 Asset Management’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
Q1 		– Sell
-10,343
Closed -$802K – 417
2025
Q4 		$802K Buy
10,343
+166
+2% +$12.7K 0.11% 164
2025
Q3 		$792K Sell
10,177
-4
-0% -$300 0.11% 154
2025
Q2 		$822K Buy
10,181
+843
+9% +$66.6K 0.13% 135
2025
Q1 		$761K Buy
+9,338
New +$720K 0.16% 107

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

L2 Asset Management's UNM Position: Q1 2026 in Review

L2 Asset Management sold out of Unum (UNM) in Q1 2026, closing a stake of 10,343 shares — an estimated $802K sold.

L2 Asset Management first reported a position in UNM in Q1 2025 and held it in 4 quarters. The position peaked at $822K in Q2 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • L2 Asset Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • L2 Asset Management sold 10,343 Unum shares in Q1 2026, an estimated $802K.
  • L2 Asset Management first reported a position in Unum in Q1 2025 and held it in 4 quarters.
  • L2 Asset Management's Unum position peaked at $822K in Q2 2025.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.