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New Age Alpha Advisors’s Unum UNM Stock Holding History

New Age Alpha 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 		$369K Sell
4,128
-78,550
-95% -$6.51M 0.02% 670
2026
Q1 		$6.04M Sell
82,678
-3,175
-4% -$237K 0.28% 94
2025
Q4 		$6.65M Buy
85,853
+4,855
+6% +$371K 0.29% 86
2025
Q3 		$6.3M Sell
80,998
-1,833
-2% -$137K 0.26% 92
2025
Q2 		$6.69M Sell
82,831
-12,968
-14% -$1.02M 0.29% 78
2025
Q1 		$7.8M Sell
95,799
-7,344
-7% -$566K 0.35% 63
2024
Q4 		$7.53M Buy
+103,143
New +$7.11M 0.3% 85

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

New Age Alpha Advisors's UNM Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Unum (UNM) stake by 95% in Q2 2026, selling an estimated $6.51M and leaving 4,128 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #670.

New Age Alpha Advisors first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.8M in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • New Age Alpha Advisors held 4,128 shares of Unum worth $369K as of Q2 2026.
  • New Age Alpha Advisors sold 78,550 Unum shares in Q2 2026, an estimated $6.51M.
  • Unum made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #670 holding.
  • New Age Alpha Advisors first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Unum position peaked at $7.8M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.