MA
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Mutual Advisors’s Unum UNM Stock Holding History

Mutual Advisors’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 		$748K Sell
8,370
-455
-5% -$37.7K 0.01% 760
2026
Q1 		$644K Buy
8,825
+272
+3% +$20.3K 0.01% 770
2025
Q4 		$663K Buy
8,553
+96
+1% +$7.34K 0.01% 743
2025
Q3 		$646K Sell
8,457
-224
-3% -$16.8K 0.01% 737
2025
Q2 		$701K Sell
8,681
-467
-5% -$36.9K 0.02% 637
2025
Q1 		$718K Sell
9,148
-1,686
-16% -$130K 0.02% 569
2024
Q4 		$805K Sell
10,834
-22
-0.2% -$1.52K 0.02% 553
2024
Q3 		$688K Buy
10,856
+21
+0.2% +$1.14K 0.02% 596
2024
Q2 		$580K Sell
10,835
-514
-5% -$26.6K 0.02% 649
2024
Q1 		$609K Buy
11,349
+1,648
+17% +$80.3K 0.02% 628
2023
Q4 		$439K Sell
9,701
-28
-0.3% -$1.27K 0.02% 695
2023
Q3 		$479K Sell
9,729
-879
-8% -$43K 0.02% 634
2023
Q2 		$506K Buy
10,608
+1,243
+13% +$54.2K 0.02% 632
2023
Q1 		$370K Buy
9,365
+1,659
+22% +$68.5K 0.02% 713
2022
Q4 		$316K Sell
7,706
-880
-10% -$36.9K 0.01% 727
2022
Q3 		$333K Buy
8,586
+1,257
+17% +$46K 0.02% 683
2022
Q2 		$249K Sell
7,329
-16
-0.2% -$542 0.02% 730
2022
Q1 		$231K Buy
+7,345
New +$205K 0.01% 785
2021
Q4 		– Sell
-8,223
Closed -$206K – 929
2021
Q3 		$206K Buy
8,223
+36
+0.4% +$953 0.01% 825
2021
Q2 		$233K Buy
8,187
+616
+8% +$18.1K 0.01% 753
2021
Q1 		$211K Buy
+7,571
New +$196K 0.01% 724
2019
Q3 		– Sell
-15,485
Closed -$520K – 604
2019
Q2 		$520K Buy
+15,485
New +$536K 0.07% 323

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

Mutual Advisors's UNM Position: Q2 2026 in Review

Mutual Advisors reduced its Unum (UNM) stake by 5.2% in Q2 2026, selling an estimated $37.7K and leaving 8,370 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #760.

Mutual Advisors first reported a position in UNM in Q2 2019 and has held it in 22 quarters since. The position peaked at $805K in Q4 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Mutual Advisors held 8,370 shares of Unum worth $748K as of Q2 2026.
  • Mutual Advisors sold 455 Unum shares in Q2 2026, an estimated $37.7K.
  • Unum made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #760 holding.
  • Mutual Advisors first reported a position in Unum in Q2 2019 and has held it in 22 quarters since.
  • Mutual Advisors's Unum position peaked at $805K in Q4 2024.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.