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LaSalle St. Investment Advisors’s Unum UNM Stock Holding History

LaSalle St. Investment Advisors’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 		$316K Buy
3,531
+271
+8% +$22.5K 0.04% 317
2026
Q1 		$238K Buy
+3,260
New +$243K 0.03% 356
2025
Q4 		– Sell
-3,362
Closed -$261K – 393
2025
Q3 		$261K Hold
3,362
– – 0.05% 279
2025
Q2 		$271K Buy
+3,362
New +$266K 0.07% 247

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

LaSalle St. Investment Advisors's UNM Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Unum (UNM) stake by 8.3% in Q2 2026, buying an estimated $22.5K and bringing the position to 3,531 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #317.

LaSalle St. Investment Advisors first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • LaSalle St. Investment Advisors held 3,531 shares of Unum worth $316K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 271 Unum shares in Q2 2026, an estimated $22.5K.
  • Unum made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #317 holding.
  • LaSalle St. Investment Advisors first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.