Osaic Holdings
UNM icon

Osaic Holdings’s Unum UNM Stock Holding History

Osaic Holdings’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 		$3.03M Buy
33,838
+6,309
+23% +$523K ﹤0.01% 1949
2026
Q1 		$2.01M Sell
27,529
-3,235
-11% -$241K ﹤0.01% 2074
2025
Q4 		$2.39M Sell
30,764
-41,276
-57% -$3.16M ﹤0.01% 1943
2025
Q3 		$5.32M Sell
72,040
-10,070
-12% -$755K 0.01% 1424
2025
Q2 		$6.65M Buy
82,110
+26,769
+48% +$2.11M 0.01% 1053
2025
Q1 		$4.51M Sell
55,341
-17,290
-24% -$1.33M 0.01% 1095
2024
Q4 		$5.3M Sell
72,631
-8,974
-11% -$619K 0.01% 1004
2024
Q3 		$4.85M Sell
81,605
-21,595
-21% -$1.17M 0.01% 1056
2024
Q2 		$5.27M Sell
103,200
-54,987
-35% -$2.84M 0.01% 974
2024
Q1 		$8.49M Sell
158,187
-109,262
-41% -$5.33M 0.02% 762
2023
Q4 		$12.1M Sell
267,449
-121,772
-31% -$5.55M 0.02% 691
2023
Q3 		$19.1M Buy
389,221
+167,177
+75% +$8.17M 0.03% 558
2023
Q2 		$10.6M Buy
222,044
+17,105
+8% +$746K 0.02% 735
2023
Q1 		$8.11M Sell
204,939
-7,907
-4% -$327K 0.02% 862
2022
Q4 		$8.73M Sell
212,846
-27,699
-12% -$1.16M 0.02% 802
2022
Q3 		$9.33M Buy
240,545
+1,099
+0.5% +$40.2K 0.02% 692
2022
Q2 		$8.14M Buy
239,446
+5,949
+3% +$201K 0.02% 774
2022
Q1 		$7.79M Buy
233,497
+17,043
+8% +$476K 0.02% 906
2021
Q4 		$5.32M Buy
216,454
+19,923
+10% +$510K 0.01% 1061
2021
Q3 		$4.93M Buy
196,531
+46,672
+31% +$1.24M 0.01% 1069
2021
Q2 		$4.26M Sell
149,859
-1,257
-0.8% -$36.9K 0.01% 1142
2021
Q1 		$4.21M Buy
151,116
+4,436
+3% +$115K 0.01% 1052
2020
Q4 		$3.37M Sell
146,680
-20,194
-12% -$418K 0.01% 1083
2020
Q3 		$2.81M Buy
166,874
+28,701
+21% +$510K 0.01% 1102
2020
Q2 		$2.29M Buy
138,173
+117,511
+569% +$1.85M 0.01% 1179
2020
Q1 		$290K Buy
+20,662
New +$497K ﹤0.01% 2552

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

Osaic Holdings's UNM Position: Q2 2026 in Review

Osaic Holdings increased its Unum (UNM) stake by 23% in Q2 2026, buying an estimated $523K and bringing the position to 33,838 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Osaic Holdings first reported a position in UNM in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.1M in Q3 2023. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Osaic Holdings held 33,838 shares of Unum worth $3.03M as of Q2 2026.
  • Osaic Holdings bought 6,309 Unum shares in Q2 2026, an estimated $523K.
  • Unum made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1949 holding.
  • Osaic Holdings first reported a position in Unum in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Unum position peaked at $19.1M in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.