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Ogorek Anthony Joseph’s Unum UNM Stock Holding History

Ogorek Anthony Joseph’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 		$2K Hold
32
– – ﹤0.01% 596
2026
Q1 		$2K Hold
32
– – ﹤0.01% 589
2025
Q4 		$2K Sell
32
-54
-63% -$4.13K ﹤0.01% 585
2025
Q3 		$6K Sell
86
-15
-15% -$1.12K ﹤0.01% 475
2025
Q2 		$8K Hold
101
– – ﹤0.01% 417
2025
Q1 		$8K Buy
+101
New +$7.79K ﹤0.01% 405

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

Ogorek Anthony Joseph's UNM Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Unum (UNM) position steady in Q2 2026 at 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Ogorek Anthony Joseph first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $8K in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ogorek Anthony Joseph held 32 shares of Unum worth $2K as of Q2 2026.
  • Ogorek Anthony Joseph left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #596 holding.
  • Ogorek Anthony Joseph first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's Unum position peaked at $8K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.