M
UNM icon

MOTCO’s Unum UNM Stock Holding History

MOTCO’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 		$268 Buy
+3
New +$249 ﹤0.01% 786
2024
Q4 		– Sell
-146
Closed -$8.68K – 588
2024
Q3 		$8.68K Buy
+146
New +$7.93K ﹤0.01% 488
2023
Q3 		– Sell
-2
Closed -$95 – 954
2023
Q2 		$95 Buy
+2
New +$87 ﹤0.01% 999
2019
Q3 		– Sell
-51
Closed -$2K – 738
2019
Q2 		$2K Buy
+51
New +$1.77K ﹤0.01% 803

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

MOTCO's UNM Position: Q2 2026 in Review

MOTCO opened a new position in Unum (UNM) in Q2 2026: 3 shares worth $268. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings. This is a return to the name: MOTCO previously reported a position in UNM as recently as Q3 2024.

MOTCO first reported a position in UNM in Q2 2019 and has held it in 4 quarters since. The position peaked at $8.68K in Q3 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • MOTCO held 3 shares of Unum worth $268 as of Q2 2026.
  • Unum was a new MOTCO position in Q2 2026.
  • Unum made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #786 holding.
  • MOTCO first reported a position in Unum in Q2 2019 and has held it in 4 quarters since.
  • MOTCO's Unum position peaked at $8.68K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.