Lido Advisors
UNM icon

Lido Advisors’s Unum UNM Stock Holding History

Lido 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 		$1.15M Buy
12,911
+2,728
+27% +$226K ﹤0.01% 1030
2026
Q1 		$744K Buy
10,183
+4,724
+87% +$353K ﹤0.01% 1105
2025
Q4 		$425K Buy
5,459
+85
+2% +$6.5K ﹤0.01% 1374
2025
Q3 		$418K Sell
5,374
-393
-7% -$29.4K ﹤0.01% 1306
2025
Q2 		$466K Sell
5,767
-80
-1% -$6.32K ﹤0.01% 1132
2025
Q1 		$476K Buy
5,847
+536
+10% +$41.3K ﹤0.01% 1037
2024
Q4 		$388K Buy
5,311
+1
+0% +$69 ﹤0.01% 1093
2024
Q3 		$316K Sell
5,310
-3
-0.1% -$163 ﹤0.01% 1145
2024
Q2 		$272K Buy
5,313
+1,444
+37% +$74.7K ﹤0.01% 1170
2024
Q1 		$208K Buy
+3,869
New +$189K ﹤0.01% 1250

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

Lido Advisors's UNM Position: Q2 2026 in Review

Lido Advisors increased its Unum (UNM) stake by 27% in Q2 2026, buying an estimated $226K and bringing the position to 12,911 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Lido Advisors first reported a position in UNM in Q1 2024 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Lido Advisors held 12,911 shares of Unum worth $1.15M as of Q2 2026.
  • Lido Advisors bought 2,728 Unum shares in Q2 2026, an estimated $226K.
  • Unum made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1030 holding.
  • Lido Advisors first reported a position in Unum in Q1 2024 and has held it in 10 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.