OQS
UNM icon

Occudo Quantitative Strategies’s Unum UNM Stock Holding History

Occudo Quantitative Strategies’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 		$5.83M Buy
65,237
+59,084
+960% +$4.9M 0.31% 92
2026
Q1 		$495K Sell
6,153
-31,234
-84% -$2.33M 0.03% 499
2025
Q4 		$2.9M Buy
37,387
+17,903
+92% +$1.37M 0.19% 161
2025
Q3 		$1.52M Buy
+19,484
New +$1.46M 0.18% 152
2024
Q2 		– Sell
-25,515
Closed -$1.37M – 1013
2024
Q1 		$1.37M Sell
25,515
-38,691
-60% -$1.89M 0.24% 112
2023
Q4 		$2.9M Buy
+64,206
New +$2.92M 0.39% 59
2023
Q2 		– Sell
-7,526
Closed -$298K – 1301
2023
Q1 		$298K Buy
+7,526
New +$311K 0.03% 649
2022
Q1 		– Sell
-13,471
Closed -$331K – 1339
2021
Q4 		$331K Sell
13,471
-7,694
-36% -$197K 0.03% 730
2021
Q3 		$530K Buy
+21,165
New +$560K 0.06% 516

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

Occudo Quantitative Strategies's UNM Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Unum (UNM) stake by 960% in Q2 2026, buying an estimated $4.9M and bringing the position to 65,237 shares worth $5.83M. The position accounts for 0.31% of the portfolio, ranked #92.

Occudo Quantitative Strategies first reported a position in UNM in Q3 2021 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Occudo Quantitative Strategies held 65,237 shares of Unum worth $5.83M as of Q2 2026.
  • Occudo Quantitative Strategies bought 59,084 Unum shares in Q2 2026, an estimated $4.9M.
  • Unum made up 0.31% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #92 holding.
  • Occudo Quantitative Strategies first reported a position in Unum in Q3 2021 and has held it in 9 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.