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Oak Thistle LLC’s Unum UNM Stock Holding History

Oak Thistle LLC’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 		$1.63M Buy
18,237
+816
+5% +$67.6K 0.16% 241
2026
Q1 		$1.27M Buy
17,421
+14,611
+520% +$1.09M 0.12% 298
2025
Q4 		$218K Sell
2,810
-13,742
-83% -$1.05M 0.03% 466
2025
Q3 		$1.29M Sell
16,552
-7,574
-31% -$568K 0.2% 208
2025
Q2 		$1.95M Buy
24,126
+3,243
+16% +$256K 0.29% 112
2025
Q1 		$1.7M Buy
20,883
+1,422
+7% +$110K 0.34% 93
2024
Q4 		$1.42M Buy
19,461
+15,257
+363% +$1.05M 0.42% 63
2024
Q3 		$250K Buy
+4,204
New +$228K 0.08% 359
2024
Q2 		– Sell
-5,041
Closed -$271K – 447
2024
Q1 		$271K Buy
+5,041
New +$246K 0.24% 196
2023
Q4 		– Sell
-28,620
Closed -$1.41M – 651
2023
Q3 		$1.41M Buy
+28,620
New +$1.4M 0.42% 48

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

Oak Thistle LLC's UNM Position: Q2 2026 in Review

Oak Thistle LLC increased its Unum (UNM) stake by 4.7% in Q2 2026, buying an estimated $67.6K and bringing the position to 18,237 shares worth $1.63M. The position accounts for 0.16% of the portfolio, ranked #241.

Oak Thistle LLC first reported a position in UNM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Oak Thistle LLC held 18,237 shares of Unum worth $1.63M as of Q2 2026.
  • Oak Thistle LLC bought 816 Unum shares in Q2 2026, an estimated $67.6K.
  • Unum made up 0.16% of Oak Thistle LLC's portfolio in Q2 2026, its #241 holding.
  • Oak Thistle LLC first reported a position in Unum in Q3 2023 and has held it in 10 quarters since.
  • Oak Thistle LLC's Unum position peaked at $1.95M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.