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New York Life Investment Management’s Unum UNM Stock Holding History

New York Life Investment 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 		$1.77M Buy
19,805
+1,064
+6% +$88.2K 0.01% 575
2026
Q1 		$1.37M Buy
18,741
+4,824
+35% +$360K 0.01% 612
2025
Q4 		$1.08M Sell
13,917
-2,216
-14% -$169K 0.01% 594
2025
Q3 		$1.25M Sell
16,133
-751
-4% -$56.3K 0.01% 619
2025
Q2 		$1.36M Sell
16,884
-2,592
-13% -$205K 0.01% 592
2025
Q1 		$1.59M Sell
19,476
-111
-0.6% -$8.56K 0.02% 576
2024
Q4 		$1.43M Sell
19,587
-2,125
-10% -$147K 0.01% 605
2024
Q3 		$1.29M Sell
21,712
-1,930
-8% -$105K 0.01% 649
2024
Q2 		$1.21M Buy
23,642
+2,148
+10% +$111K 0.01% 646
2024
Q1 		$1.15M Sell
21,494
-732
-3% -$35.7K 0.01% 640
2023
Q4 		$1.01M Buy
22,226
+1,349
+6% +$61.4K 0.01% 661
2023
Q3 		$1.03M Buy
20,877
+11,011
+112% +$538K 0.01% 621
2023
Q2 		$471K Buy
+9,866
New +$430K ﹤0.01% 768

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

New York Life Investment Management's UNM Position: Q2 2026 in Review

New York Life Investment Management increased its Unum (UNM) stake by 5.7% in Q2 2026, buying an estimated $88.2K and bringing the position to 19,805 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #575.

New York Life Investment Management first reported a position in UNM in Q2 2023 and has held it in 13 quarters since. 564 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • New York Life Investment Management held 19,805 shares of Unum worth $1.77M as of Q2 2026.
  • New York Life Investment Management bought 1,064 Unum shares in Q2 2026, an estimated $88.2K.
  • Unum made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #575 holding.
  • New York Life Investment Management first reported a position in Unum in Q2 2023 and has held it in 13 quarters since.
  • 564 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.