Mutual of America Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.89M | Sell |
54,680
-3,740
| -6% | -$310K | 0.05% | 444 |
|
|
2026
Q1 | $4.27M | Sell |
58,420
-5,648
| -9% | -$422K | 0.05% | 461 |
|
|
2025
Q4 | $4.97M | Sell |
64,068
-8,295
| -11% | -$634K | 0.05% | 429 |
|
|
2025
Q3 | $5.63M | Sell |
72,363
-7,412
| -9% | -$555K | 0.06% | 393 |
|
|
2025
Q2 | $6.44M | Sell |
79,775
-4,794
| -6% | -$379K | 0.07% | 325 |
|
|
2025
Q1 | $6.89M | Sell |
84,569
-4,178
| -5% | -$322K | 0.08% | 280 |
|
|
2024
Q4 | $6.48M | Sell |
88,747
-3,623
| -4% | -$250K | 0.07% | 335 |
|
|
2024
Q3 | $5.49M | Sell |
92,370
-9,556
| -9% | -$519K | 0.06% | 416 |
|
|
2024
Q2 | $5.21M | Sell |
101,926
-6,394
| -6% | -$331K | 0.06% | 426 |
|
|
2024
Q1 | $5.81M | Sell |
108,320
-5,195
| -5% | -$253K | 0.06% | 393 |
|
|
2023
Q4 | $5.13M | Sell |
113,515
-6,234
| -5% | -$284K | 0.06% | 425 |
|
|
2023
Q3 | $5.89M | Sell |
119,749
-15,407
| -11% | -$753K | 0.07% | 303 |
|
|
2023
Q2 | $6.45M | Sell |
135,156
-15,463
| -10% | -$675K | 0.07% | 309 |
|
|
2023
Q1 | $5.96M | Sell |
150,619
-3,159
| -2% | -$130K | 0.07% | 357 |
|
|
2022
Q4 | $6.31M | Buy |
153,778
+2,590
| +2% | +$109K | 0.08% | 333 |
|
|
2022
Q3 | $5.87M | Sell |
151,188
-17,007
| -10% | -$622K | 0.08% | 311 |
|
|
2022
Q2 | $5.72M | Sell |
168,195
-18,238
| -10% | -$617K | 0.07% | 365 |
|
|
2022
Q1 | $5.88M | Buy |
186,433
+3,573
| +2% | +$99.8K | 0.06% | 452 |
|
|
2021
Q4 | $4.49M | Buy |
182,860
+2,766
| +2% | +$70.8K | 0.05% | 627 |
|
|
2021
Q3 | $4.51M | Buy |
180,094
+153,430
| +575% | +$4.06M | 0.04% | 581 |
|
|
2021
Q2 | $757K | Buy |
26,664
+284
| +1% | +$8.35K | 0.01% | 1100 |
|
|
2021
Q1 | $734K | Buy |
26,380
+330
| +1% | +$8.56K | 0.01% | 1094 |
|
|
2020
Q4 | $598K | Sell |
26,050
-399
| -2% | -$8.25K | 0.01% | 1094 |
|
|
2020
Q3 | $445K | Sell |
26,449
-1,678
| -6% | -$29.8K | 0.01% | 1104 |
|
|
2020
Q2 | $467K | Buy |
28,127
+49
| +0.2% | +$773 | 0.01% | 1118 |
|
|
2020
Q1 | $421K | Buy |
28,078
+229
| +0.8% | +$5.51K | 0.01% | 1105 |
|
|
2019
Q4 | $812K | Sell |
27,849
-24
| -0.1% | -$698 | 0.01% | 1100 |
|
|
2019
Q3 | $828K | Sell |
27,873
-467
| -2% | -$13.9K | 0.01% | 1086 |
|
|
2019
Q2 | $951K | Sell |
28,340
-311
| -1% | -$10.8K | 0.01% | 1080 |
|
|
2019
Q1 | $969K | Sell |
28,651
-1
| -0% | -$35 | 0.01% | 1075 |
|
|
2018
Q4 | $842K | Buy |
28,652
+369
| +1% | +$12.9K | 0.01% | 1075 |
|
|
2018
Q3 | $1.1M | Sell |
28,283
-186
| -0.7% | -$6.94K | 0.02% | 1077 |
|
|
2018
Q2 | $1.05M | Buy |
28,469
+183
| +0.6% | +$7.63K | 0.02% | 1087 |
|
|
2018
Q1 | $1.35M | Buy |
28,286
+1,959
| +7% | +$102K | 0.02% | 1009 |
|
|
2017
Q4 | $1.45M | Sell |
26,327
-918
| -3% | -$49.3K | 0.02% | 998 |
|
|
2017
Q3 | $1.39M | Sell |
27,245
-616
| -2% | -$30K | 0.02% | 970 |
|
|
2017
Q2 | $1.3M | Buy |
27,861
+2,003
| +8% | +$92.1K | 0.02% | 997 |
|
|
2017
Q1 | $1.21M | Sell |
25,858
-521
| -2% | -$24.4K | 0.02% | 1025 |
|
|
2016
Q4 | $1.16M | Buy |
26,379
+1,776
| +7% | +$71.1K | 0.02% | 986 |
|
|
2016
Q3 | $869K | Sell |
24,603
-3,320
| -12% | -$112K | 0.02% | 1046 |
|
|
2016
Q2 | $888K | Buy |
27,923
+2,294
| +9% | +$77.6K | 0.02% | 1034 |
|
|
2016
Q1 | $792K | Sell |
25,629
-1,220
| -5% | -$35.8K | 0.02% | 1061 |
|
|
2015
Q4 | $894K | Sell |
26,849
-820
| -3% | -$28.3K | 0.02% | 1020 |
|
|
2015
Q3 | $888K | Buy |
27,669
+279
| +1% | +$9.61K | 0.02% | 1012 |
|
|
2015
Q2 | $979K | Sell |
27,390
-307
| -1% | -$10.7K | 0.02% | 1021 |
|
|
2015
Q1 | $934K | Buy |
27,697
+845
| +3% | +$28K | 0.02% | 1020 |
|
|
2014
Q4 | $937K | Sell |
26,852
-422
| -2% | -$14.2K | 0.02% | 1019 |
|
|
2014
Q3 | $938K | Buy |
27,274
+136
| +0.5% | +$4.78K | 0.02% | 1002 |
|
|
2014
Q2 | $943K | Sell |
27,138
-658
| -2% | -$22.5K | 0.02% | 1021 |
|
|
2014
Q1 | $981K | Sell |
27,796
-871
| -3% | -$29.7K | 0.02% | 986 |
|
|
2013
Q4 | $1.01M | Buy |
28,667
+137
| +0.5% | +$4.49K | 0.02% | 966 |
|
|
2013
Q3 | $868K | Buy |
28,530
+1,484
| +5% | +$45.6K | 0.02% | 968 |
|
|
2013
Q2 | $794K | Buy |
+27,046
| New | +$753K | 0.02% | 961 |
|
Other funds holding UNM
N
Mutual of America Capital Management's UNM Position: Q2 2026 in Review
Mutual of America Capital Management reduced its Unum (UNM) stake by 6.4% in Q2 2026, selling an estimated $310K and leaving 54,680 shares worth $4.89M. The position accounts for 0.05% of the portfolio, ranked #444.
Mutual of America Capital Management first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.89M in Q1 2025. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Mutual of America Capital Management held 54,680 shares of Unum worth $4.89M as of Q2 2026.
- Mutual of America Capital Management sold 3,740 Unum shares in Q2 2026, an estimated $310K.
- Unum made up 0.05% of Mutual of America Capital Management's portfolio in Q2 2026, its #444 holding.
- Mutual of America Capital Management first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
- Mutual of America Capital Management's Unum position peaked at $6.89M in Q1 2025.
- 486 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.