LPL Financial
UNM icon

LPL Financial’s Unum UNM Stock Holding History

LPL Financial’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 		$27.2M Buy
304,046
+8,649
+3% +$717K 0.01% 1379
2026
Q1 		$21.6M Buy
295,397
+3,530
+1% +$263K 0.01% 1417
2025
Q4 		$22.6M Sell
291,867
-734
-0.3% -$56.1K 0.01% 1336
2025
Q3 		$22.8M Sell
292,601
-54,816
-16% -$4.11M 0.01% 1280
2025
Q2 		$28.1M Buy
347,417
+45,733
+15% +$3.61M 0.01% 1051
2025
Q1 		$24.6M Buy
301,684
+4,455
+1% +$343K 0.01% 1030
2024
Q4 		$21.7M Buy
297,229
+14,890
+5% +$1.03M 0.01% 1039
2024
Q3 		$16.8M Buy
282,339
+6,095
+2% +$331K 0.01% 1140
2024
Q2 		$14.1M Buy
276,244
+14,566
+6% +$754K 0.01% 1154
2024
Q1 		$14M Sell
261,678
-10,127
-4% -$494K 0.01% 1116
2023
Q4 		$12.3M Sell
271,805
-25,167
-8% -$1.15M 0.01% 1130
2023
Q3 		$14.6M Buy
296,972
+20,469
+7% +$1M 0.01% 953
2023
Q2 		$13.2M Buy
276,503
+40,075
+17% +$1.75M 0.01% 985
2023
Q1 		$9.35M Buy
236,428
+16,185
+7% +$668K 0.01% 1124
2022
Q4 		$9.04M Buy
220,243
+5,601
+3% +$235K 0.01% 1087
2022
Q3 		$8.33M Buy
214,642
+11,203
+6% +$410K 0.01% 1056
2022
Q2 		$6.92M Buy
203,439
+22,547
+12% +$763K 0.01% 1177
2022
Q1 		$5.7M Buy
180,892
+22,539
+14% +$630K ﹤0.01% 1363
2021
Q4 		$3.89M Buy
158,353
+10,042
+7% +$257K ﹤0.01% 1620
2021
Q3 		$3.72M Buy
148,311
+1,887
+1% +$50K ﹤0.01% 1594
2021
Q2 		$4.16M Buy
146,424
+21,811
+18% +$641K ﹤0.01% 1474
2021
Q1 		$3.47M Buy
124,613
+51,770
+71% +$1.34M ﹤0.01% 1465
2020
Q4 		$1.67M Buy
72,843
+27,623
+61% +$571K ﹤0.01% 1791
2020
Q3 		$761K Buy
45,220
+9,406
+26% +$167K ﹤0.01% 2141
2020
Q2 		$594K Sell
35,814
-6,872
-16% -$108K ﹤0.01% 2240
2020
Q1 		$641K Sell
42,686
-8,786
-17% -$211K ﹤0.01% 1934
2019
Q4 		$1.5M Sell
51,472
-2,801
-5% -$81.5K ﹤0.01% 1560
2019
Q3 		$1.61M Sell
54,273
-5,702
-10% -$169K ﹤0.01% 1399
2019
Q2 		$2.01M Sell
59,975
-4,470
-7% -$155K ﹤0.01% 1244
2019
Q1 		$2.18M Buy
64,445
+12,508
+24% +$435K 0.01% 1150
2018
Q4 		$1.53M Sell
51,937
-9,893
-16% -$346K ﹤0.01% 1230
2018
Q3 		$2.42M Buy
61,830
+401
+0.7% +$15K 0.01% 1055
2018
Q2 		$2.27M Buy
61,429
+5,247
+9% +$219K 0.01% 1057
2018
Q1 		$2.67M Buy
56,182
+46,649
+489% +$2.44M 0.01% 954
2017
Q4 		$523K Sell
9,533
-7,448
-44% -$400K ﹤0.01% 2035
2017
Q3 		$868K Buy
16,981
+86
+0.5% +$4.2K ﹤0.01% 1542
2017
Q2 		$788K Buy
16,895
+10,481
+163% +$482K ﹤0.01% 1540
2017
Q1 		$299K Buy
+6,414
New +$300K ﹤0.01% 2205
2016
Q4 		– Sell
-8,360
Closed -$297K – 2784
2016
Q3 		$297K Buy
8,360
+203
+2% +$6.87K ﹤0.01% 2128
2016
Q2 		$253K Sell
8,157
-4,154
-34% -$140K ﹤0.01% 2211
2016
Q1 		$378K Buy
12,311
+646
+6% +$19K ﹤0.01% 2358
2015
Q4 		$383K Buy
11,665
+4,896
+72% +$169K ﹤0.01% 2362
2015
Q3 		$220K Sell
6,769
-113
-2% -$3.89K ﹤0.01% 2447
2015
Q2 		$246K Buy
+6,882
New +$241K ﹤0.01% 2465
2015
Q1 		– Sell
-7,548
Closed -$263K – 2856
2014
Q4 		$263K Buy
7,548
+813
+12% +$27.4K ﹤0.01% 2278
2014
Q3 		$228K Sell
6,735
-1,411
-17% -$49.6K ﹤0.01% 2357
2014
Q2 		$283K Sell
8,146
-1,232
-13% -$42.1K ﹤0.01% 2253
2014
Q1 		$331K Sell
9,378
-7,744
-45% -$264K ﹤0.01% 2067
2013
Q4 		$601K Buy
17,122
+5,412
+46% +$177K ﹤0.01% 1603
2013
Q3 		$366K Buy
+11,710
New +$360K ﹤0.01% 1867

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LPL Financial's UNM Position: Q2 2026 in Review

LPL Financial increased its Unum (UNM) stake by 2.9% in Q2 2026, buying an estimated $717K and bringing the position to 304,046 shares worth $27.2M. The position accounts for 0.01% of the portfolio, ranked #1379.

LPL Financial first reported a position in UNM in Q3 2013 and has held it in 50 quarters since. The position peaked at $28.1M in Q2 2025. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • LPL Financial held 304,046 shares of Unum worth $27.2M as of Q2 2026.
  • LPL Financial bought 8,649 Unum shares in Q2 2026, an estimated $717K.
  • Unum made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1379 holding.
  • LPL Financial first reported a position in Unum in Q3 2013 and has held it in 50 quarters since.
  • LPL Financial's Unum position peaked at $28.1M in Q2 2025.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.