MC
UNM icon

Machina Capital’s Unum UNM Stock Holding History

Machina Capital’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 		$2.23M Buy
24,904
+21,857
+717% +$1.81M 0.35% 104
2026
Q1 		$223K Buy
+3,047
New +$227K 0.04% 339
2025
Q1 		– Sell
-3,642
Closed -$266K – 380
2024
Q4 		$266K Sell
3,642
-4,282
-54% -$295K 0.11% 234
2024
Q3 		$471K Buy
+7,924
New +$430K 0.19% 183
2023
Q2 		– Sell
-1,586
Closed -$62.7K – 522
2023
Q1 		$62.7K Buy
+1,586
New +$65.5K 0.06% 305
2020
Q1 		– Sell
-7,196
Closed -$210K – 283
2019
Q4 		$210K Buy
+7,196
New +$209K 0.08% 320
2019
Q3 		– Sell
-4,767
Closed -$160K – 506
2019
Q2 		$160K Buy
4,767
+116
+2% +$4.02K 0.06% 309
2019
Q1 		$157K Buy
+4,651
New +$162K 0.06% 255

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 $3.38T AUM 44.17% 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

Machina Capital's UNM Position: Q2 2026 in Review

Machina Capital increased its Unum (UNM) stake by 717% in Q2 2026, buying an estimated $1.81M and bringing the position to 24,904 shares worth $2.23M. The position accounts for 0.35% of the portfolio, ranked #104.

Machina Capital first reported a position in UNM in Q1 2019 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Machina Capital held 24,904 shares of Unum worth $2.23M as of Q2 2026.
  • Machina Capital bought 21,857 Unum shares in Q2 2026, an estimated $1.81M.
  • Unum made up 0.35% of Machina Capital's portfolio in Q2 2026, its #104 holding.
  • Machina Capital first reported a position in Unum in Q1 2019 and has held it in 8 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.