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Optas LLC’s Unum UNM Stock Holding History

Optas 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 		$756K Sell
8,451
-52
-0.6% -$4.31K 0.11% 110
2026
Q1 		$621K Buy
8,503
+5,558
+189% +$415K 0.09% 136
2025
Q4 		$228K Buy
+2,945
New +$225K 0.04% 392

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Optas LLC's UNM Position: Q2 2026 in Review

Optas LLC reduced its Unum (UNM) stake by 0.61% in Q2 2026, selling an estimated $4.31K and leaving 8,451 shares worth $756K. The position accounts for 0.11% of the portfolio, ranked #110.

Optas LLC first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Optas LLC held 8,451 shares of Unum worth $756K as of Q2 2026.
  • Optas LLC sold 52 Unum shares in Q2 2026, an estimated $4.31K.
  • Unum made up 0.11% of Optas LLC's portfolio in Q2 2026, its #110 holding.
  • Optas LLC first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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