PCM
UNM icon

Prelude Capital Management’s Unum UNM Stock Holding History

Prelude Capital Management’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
2022
Q2 		– Sell
-9,200
Closed -$290K – 2071
2022
Q1 		$290K Sell
9,200
-700
-7% -$19.6K 0.01% 1086
2021
Q4 		$243K Buy
+9,900
New +$253K 0.01% 1455
2019
Q3 		– Sell
-3,000
Closed -$101K – 2061
2019
Q2 		$101K Hold
3,000
– – 0.01% 947
2019
Q1 		$101K Hold
3,000
– – 0.01% 928
2018
Q4 		$88K Buy
+3,000
New +$105K 0.01% 973

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

Prelude Capital Management's UNM Position: Q2 2026 in Review

Prelude Capital Management opened a new position in Unum (UNM) in Q2 2026: 6,410 shares worth $573K. The stake represents 0.04% of the portfolio and ranks #475 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in UNM as recently as Q4 2025.

Prelude Capital Management first reported a position in UNM in Q4 2013 and has held it in 20 quarters since. The position peaked at $820K in Q1 2021. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Prelude Capital Management held 6,410 shares of Unum worth $573K as of Q2 2026.
  • Unum was a new Prelude Capital Management position in Q2 2026.
  • Unum made up 0.04% of Prelude Capital Management's portfolio in Q2 2026, its #475 holding.
  • Prelude Capital Management first reported a position in Unum in Q4 2013 and has held it in 20 quarters since.
  • Prelude Capital Management's Unum position peaked at $820K in Q1 2021.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.