LAM
UNM icon

LECAP Asset Management’s Unum UNM Stock Holding History

LECAP 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
Q2 		$1.39M Sell
15,574
-12,160
-44% -$1.01M 0.6% 49
2026
Q1 		$2.03M Buy
27,734
+6,161
+29% +$460K 0.76% 24
2025
Q4 		$1.67M Buy
+21,573
New +$1.65M 0.67% 47
2024
Q4 		– Sell
-9,292
Closed -$552K – 414
2024
Q3 		$552K Sell
9,292
-16,466
-64% -$894K 0.12% 250
2024
Q2 		$1.32M Sell
25,758
-9,979
-28% -$516K 0.28% 142
2024
Q1 		$1.92M Buy
+35,737
New +$1.74M 0.4% 97

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

LECAP Asset Management's UNM Position: Q2 2026 in Review

LECAP Asset Management reduced its Unum (UNM) stake by 44% in Q2 2026, selling an estimated $1.01M and leaving 15,574 shares worth $1.39M. The position accounts for 0.6% of the portfolio, ranked #49.

LECAP Asset Management first reported a position in UNM in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.03M in Q1 2026. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • LECAP Asset Management held 15,574 shares of Unum worth $1.39M as of Q2 2026.
  • LECAP Asset Management sold 12,160 Unum shares in Q2 2026, an estimated $1.01M.
  • Unum made up 0.6% of LECAP Asset Management's portfolio in Q2 2026, its #49 holding.
  • LECAP Asset Management first reported a position in Unum in Q1 2024 and has held it in 6 quarters since.
  • LECAP Asset Management's Unum position peaked at $2.03M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.