QCM
UNM icon

Quantinno Capital Management’s Unum UNM Stock Holding History

Quantinno 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
2026
Q1 		$55.1M Buy
754,335
+96,123
+15% +$7.17M 0.09% 248
2025
Q4 		$51M Buy
658,212
+215,124
+49% +$16.5M 0.1% 192
2025
Q3 		$34.5M Buy
443,088
+117,186
+36% +$8.78M 0.09% 235
2025
Q2 		$26.3M Buy
325,902
+29,708
+10% +$2.35M 0.11% 186
2025
Q1 		$24.1M Buy
296,194
+76,817
+35% +$5.92M 0.16% 107
2024
Q4 		$16M Buy
219,377
+23,461
+12% +$1.62M 0.16% 89
2024
Q3 		$11.6M Buy
195,916
+20,770
+12% +$1.13M 0.15% 107
2024
Q2 		$8.95M Buy
175,146
+5,102
+3% +$264K 0.16% 96
2024
Q1 		$9.13M Buy
170,044
+89,416
+111% +$4.36M 0.2% 85
2023
Q4 		$3.65M Buy
80,628
+3,235
+4% +$147K 0.13% 179
2023
Q3 		$3.81M Buy
77,393
+15,159
+24% +$741K 0.17% 108
2023
Q2 		$2.97M Buy
62,234
+3,364
+6% +$147K 0.17% 121
2023
Q1 		$2.33M Sell
58,870
-5,340
-8% -$221K 0.15% 150
2022
Q4 		$2.63M Buy
64,210
+10,604
+20% +$444K 0.2% 114
2022
Q3 		$2.08M Buy
53,606
+10,718
+25% +$392K 0.27% 70
2022
Q2 		$1.46M Buy
42,888
+952
+2% +$32.2K 0.21% 116
2022
Q1 		$1.32M Buy
41,936
+433
+1% +$12.1K 0.2% 125
2021
Q4 		$1.02M Buy
41,503
+20,757
+100% +$531K 0.18% 134
2021
Q3 		$520K Hold
20,746
– – 0.58% 51
2021
Q2 		$589K Hold
20,746
– – 0.67% 25
2021
Q1 		$577K Hold
20,746
– – 0.63% 25
2020
Q4 		$476K Sell
20,746
-2,445
-11% -$50.6K 0.37% 93
2020
Q3 		$390K Hold
23,191
– – 0.26% 192
2020
Q2 		$385K Buy
+23,191
New +$366K 0.38% 85
2020
Q1 		– Sell
-20,463
Closed -$597K – 556
2019
Q4 		$597K Buy
20,463
+636
+3% +$18.5K 0.38% 62
2019
Q3 		$589K Buy
+19,827
New +$589K 0.4% 45

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Quantinno Capital Management's UNM Position: Q1 2026 in Review

Quantinno Capital Management increased its Unum (UNM) stake by 15% in Q1 2026, buying an estimated $7.17M and bringing the position to 754,335 shares worth $55.1M. The position accounts for 0.09% of the portfolio, ranked #248.

Quantinno Capital Management first reported a position in UNM in Q3 2019 and has held it in 26 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Quantinno Capital Management held 754,335 shares of Unum worth $55.1M as of Q1 2026.
  • Quantinno Capital Management bought 96,123 Unum shares in Q1 2026, an estimated $7.17M.
  • Unum made up 0.09% of Quantinno Capital Management's portfolio in Q1 2026, its #248 holding.
  • Quantinno Capital Management first reported a position in Unum in Q3 2019 and has held it in 26 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.