MAI Capital Management’s Unum UNM Stock Holding History

MAI Capital 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	–	Hold	0	–	–	–	505
2026 Q1	–	Hold	0	–	–	–	478

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MAI Capital Management's UNM Position: Q2 2026 in Review

MAI Capital Management increased its Unum (UNM) stake by 13% in Q2 2026, buying an estimated $564K and bringing the position to 61,130 shares worth $5.47M. The position accounts for 0.02% of the portfolio, ranked #460.

MAI Capital Management first reported a position in UNM in Q3 2014 and has held it in 28 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

MAI Capital Management held 61,130 shares of Unum worth $5.47M as of Q2 2026.
MAI Capital Management bought 6,803 Unum shares in Q2 2026, an estimated $564K.
Unum made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #460 holding.
MAI Capital Management first reported a position in Unum in Q3 2014 and has held it in 28 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.