NC
UNM icon

nVerses Capital’s Unum UNM Stock Holding History

nVerses 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 		$353K Sell
3,952
-1,038
-21% -$86K 0.54% 29
2026
Q1 		$364K Buy
+4,990
New +$372K 0.33% 118
2024
Q4 		– Sell
-10,600
Closed -$630K – 851
2024
Q3 		$630K Buy
10,600
+3,600
+51% +$195K 0.29% 104
2024
Q2 		$358K Buy
+7,000
New +$362K 0.21% 153

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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

nVerses Capital's UNM Position: Q2 2026 in Review

nVerses Capital reduced its Unum (UNM) stake by 21% in Q2 2026, selling an estimated $86K and leaving 3,952 shares worth $353K. The position accounts for 0.54% of the portfolio, ranked #29.

nVerses Capital first reported a position in UNM in Q2 2024 and has held it in 4 quarters since. The position peaked at $630K in Q3 2024. 597 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • nVerses Capital held 3,952 shares of Unum worth $353K as of Q2 2026.
  • nVerses Capital sold 1,038 Unum shares in Q2 2026, an estimated $86K.
  • Unum made up 0.54% of nVerses Capital's portfolio in Q2 2026, its #29 holding.
  • nVerses Capital first reported a position in Unum in Q2 2024 and has held it in 4 quarters since.
  • nVerses Capital's Unum position peaked at $630K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on nVerses Capital's 13F filing for Q2 2026, filed 4 Aug 2026.