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NewSquare Capital’s Unum UNM Stock Holding History

NewSquare Capital’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 		$7.3M Buy
81,641
+3,374
+4% +$280K 0.54% 47
2026
Q1 		$5.72M Sell
78,267
-564
-0.7% -$42.1K 0.5% 66
2025
Q4 		$6.11M Sell
78,831
-32,374
-29% -$2.48M 0.54% 49
2025
Q3 		$8.65M Sell
111,205
-1,626
-1% -$122K 0.59% 46
2025
Q2 		$8.86M Buy
112,831
+4,816
+4% +$380K 0.66% 41
2025
Q1 		$8.55M Sell
108,015
-79,836
-42% -$6.15M 0.7% 39
2024
Q4 		$13.5M Sell
187,851
-787
-0.4% -$54.3K 1.08% 24
2024
Q3 		$11M Sell
188,638
-1,108
-0.6% -$60.2K 0.88% 30
2024
Q2 		$9.54M Buy
189,746
+8,333
+5% +$431K 0.82% 30
2024
Q1 		$9.57M Sell
181,413
-46,719
-20% -$2.28M 0.85% 29
2023
Q4 		$10.2M Buy
228,132
+10,021
+5% +$456K 0.97% 27
2023
Q3 		$10.6M Buy
218,111
+6,927
+3% +$339K 1.12% 24
2023
Q2 		$10.1M Buy
211,184
+9,932
+5% +$433K 1.05% 25
2023
Q1 		$7.96M Buy
201,252
+16,562
+9% +$684K 0.94% 24
2022
Q4 		$7.58M Buy
184,690
+13,935
+8% +$584K 0.95% 28
2022
Q3 		$6.63M Buy
170,755
+8,426
+5% +$308K 0.83% 31
2022
Q2 		$5.52M Buy
162,329
+17,984
+12% +$609K 0.71% 40
2022
Q1 		$4.55M Buy
+144,345
New +$4.03M 0.48% 58
2021
Q1 		– Sell
-300
Closed -$7K – 368
2020
Q4 		$7K Buy
+300
New +$6.2K ﹤0.01% 269

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

NewSquare Capital's UNM Position: Q2 2026 in Review

NewSquare Capital increased its Unum (UNM) stake by 4.3% in Q2 2026, buying an estimated $280K and bringing the position to 81,641 shares worth $7.3M. The position accounts for 0.54% of the portfolio, ranked #47.

NewSquare Capital first reported a position in UNM in Q4 2020 and has held it in 19 quarters since. The position peaked at $13.5M in Q4 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • NewSquare Capital held 81,641 shares of Unum worth $7.3M as of Q2 2026.
  • NewSquare Capital bought 3,374 Unum shares in Q2 2026, an estimated $280K.
  • Unum made up 0.54% of NewSquare Capital's portfolio in Q2 2026, its #47 holding.
  • NewSquare Capital first reported a position in Unum in Q4 2020 and has held it in 19 quarters since.
  • NewSquare Capital's Unum position peaked at $13.5M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.