Mackenzie Financial
UNM icon

Mackenzie Financial’s Unum UNM Stock Holding History

Mackenzie 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 		$1.86M Buy
+20,768
New +$1.72M ﹤0.01% 1071
2024
Q4 		– Sell
-3,928
Closed -$233K – 1786
2024
Q3 		$233K Sell
3,928
-97,534
-96% -$5.3M ﹤0.01% 1305
2024
Q2 		$5.19M Buy
101,462
+78,801
+348% +$4.08M 0.01% 541
2024
Q1 		$1.22M Buy
22,661
+17,683
+355% +$862K ﹤0.01% 835
2023
Q4 		$225K Sell
4,978
-3,209
-39% -$146K ﹤0.01% 1281
2023
Q3 		$394K Buy
+8,187
New +$400K ﹤0.01% 1061
2023
Q2 		– Sell
-5,550
Closed -$220K – 1641
2023
Q1 		$220K Sell
5,550
-4,250
-43% -$176K ﹤0.01% 1317
2022
Q4 		$402K Sell
9,800
-27,698
-74% -$1.16M ﹤0.01% 1000
2022
Q3 		$1.46M Sell
37,498
-458,255
-92% -$16.8M ﹤0.01% 760
2022
Q2 		$16.9M Sell
495,753
-106,159
-18% -$3.59M 0.03% 346
2022
Q1 		$19M Sell
601,912
-24,651
-4% -$689K 0.03% 365
2021
Q4 		$15.4M Buy
626,563
+19,820
+3% +$507K 0.02% 405
2021
Q3 		$15.2M Buy
606,743
+35,931
+6% +$951K 0.02% 395
2021
Q2 		$16.2M Buy
570,812
+2,850
+0.5% +$83.8K 0.02% 369
2021
Q1 		$15.8M Buy
567,962
+193,232
+52% +$5.01M 0.02% 352
2020
Q4 		$8.6M Sell
374,730
-42,301
-10% -$875K 0.02% 367
2020
Q3 		$7.02M Sell
417,031
-157,850
-27% -$2.81M 0.02% 354
2020
Q2 		$9.54M Buy
574,881
+329,875
+135% +$5.21M 0.03% 307
2020
Q1 		$3.68M Buy
245,006
+74,670
+44% +$1.8M 0.01% 383
2019
Q4 		$4.97M Buy
+170,336
New +$4.95M 0.01% 439
2018
Q2 		– Sell
-137,616
Closed -$6.55M – 1055
2018
Q1 		$6.55M Buy
+137,616
New +$7.19M 0.02% 394
2016
Q2 		– Sell
-21,323
Closed -$659K – 952
2016
Q1 		$659K Buy
+21,323
New +$626K 0.01% 603

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

Mackenzie Financial's UNM Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Unum (UNM) in Q2 2026: 20,768 shares worth $1.86M. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in UNM as recently as Q3 2024.

Mackenzie Financial first reported a position in UNM in Q1 2016 and has held it in 22 quarters since. The position peaked at $19M in Q1 2022. 761 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Mackenzie Financial held 20,768 shares of Unum worth $1.86M as of Q2 2026.
  • Unum was a new Mackenzie Financial position in Q2 2026.
  • Unum made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1071 holding.
  • Mackenzie Financial first reported a position in Unum in Q1 2016 and has held it in 22 quarters since.
  • Mackenzie Financial's Unum position peaked at $19M in Q1 2022.
  • 761 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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