Ray Dalio’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Buy |
247,227
+5,813
| +2% | +$434K | 0.08% | 174 |
|
|
2025
Q4 | $18.7M | Sell |
241,414
-194,670
| -45% | -$14.9M | 0.07% | 221 |
|
|
2025
Q3 | $33.9M | Sell |
436,084
-125,800
| -22% | -$9.43M | 0.13% | 126 |
|
|
2025
Q2 | $45.4M | Buy |
561,884
+39,625
| +8% | +$3.13M | 0.18% | 95 |
|
|
2025
Q1 | $42.5M | Buy |
522,259
+182,628
| +54% | +$14.1M | 0.2% | 103 |
|
|
2024
Q4 | $24.8M | Buy |
339,631
+113,482
| +50% | +$7.82M | 0.11% | 141 |
|
|
2024
Q3 | $13.4M | Buy |
226,149
+54,880
| +32% | +$2.98M | 0.08% | 217 |
|
|
2024
Q2 | $8.75M | Buy |
171,269
+65,068
| +61% | +$3.37M | 0.05% | 269 |
|
|
2024
Q1 | $5.7M | Sell |
106,201
-1,154
| -1% | -$56.3K | 0.03% | 359 |
|
|
2023
Q4 | $4.85M | Buy |
107,355
+6,377
| +6% | +$290K | 0.03% | 368 |
|
|
2023
Q3 | $4.97M | Buy |
100,978
+28,157
| +39% | +$1.38M | 0.03% | 367 |
|
|
2023
Q2 | $3.47M | Buy |
72,821
+120
| +0.2% | +$5.24K | 0.02% | 376 |
|
|
2023
Q1 | $2.88M | Sell |
72,701
-34,794
| -32% | -$1.44M | 0.02% | 403 |
|
|
2022
Q4 | $4.41M | Buy |
107,495
+25,826
| +32% | +$1.08M | 0.02% | 387 |
|
|
2022
Q3 | $3.17M | Sell |
81,669
-4,485
| -5% | -$164K | 0.02% | 470 |
|
|
2022
Q2 | $2.93M | Buy |
86,154
+49,191
| +133% | +$1.66M | 0.01% | 606 |
|
|
2022
Q1 | $1.17M | Buy |
36,963
+18,823
| +104% | +$526K | ﹤0.01% | 782 |
|
|
2021
Q4 | $446K | Sell |
18,140
-2,796
| -13% | -$71.6K | ﹤0.01% | 657 |
|
|
2021
Q3 | $525K | Buy |
20,936
+698
| +3% | +$18.5K | ﹤0.01% | 588 |
|
|
2021
Q2 | $575K | Buy |
+20,238
| New | +$595K | ﹤0.01% | 638 |
|
|
2020
Q2 | – | Sell |
-11,098
| Closed | -$167K | – | 511 |
|
|
2020
Q1 | $167K | Buy |
+11,098
| New | +$267K | ﹤0.01% | 384 |
|
|
2019
Q3 | – | Sell |
-17,520
| Closed | -$588K | – | 393 |
|
|
2019
Q2 | $588K | Buy |
+17,520
| New | +$607K | ﹤0.01% | 252 |
|
|
2019
Q1 | – | Sell |
-55,152
| Closed | -$1.62M | – | 504 |
|
|
2018
Q4 | $1.62M | Buy |
+55,152
| New | +$1.93M | 0.01% | 268 |
|
|
2018
Q3 | – | Sell |
-13,001
| Closed | -$481K | – | 481 |
|
|
2018
Q2 | $481K | Sell |
13,001
-24,659
| -65% | -$1.03M | ﹤0.01% | 368 |
|
|
2018
Q1 | $1.79M | Buy |
+37,660
| New | +$1.97M | 0.02% | 183 |
|
|
2016
Q3 | – | Sell |
-52,300
| Closed | -$1.66M | – | 409 |
|
|
2016
Q2 | $1.66M | Buy |
+52,300
| New | +$1.77M | 0.02% | 204 |
|
|
2015
Q4 | – | Sell |
-8,900
| Closed | -$286K | – | 416 |
|
|
2015
Q3 | $286K | Buy |
+8,900
| New | +$307K | ﹤0.01% | 398 |
|
|
2014
Q4 | – | Sell |
-10,400
| Closed | -$358K | – | 418 |
|
|
2014
Q3 | $358K | Buy |
+10,400
| New | +$366K | ﹤0.01% | 312 |
|
Other funds holding UNM
VPM
VCM
Ray Dalio's UNM Position: Q1 2026 in Review
Ray Dalio increased its Unum (UNM) stake by 2.4% in Q1 2026, buying an estimated $434K and bringing the position to 247,227 shares worth $18.1M. The position accounts for 0.08% of the portfolio, ranked #174.
Ray Dalio first reported a position in UNM in Q3 2014 and has held it in 28 quarters since. The position peaked at $45.4M in Q2 2025. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Ray Dalio held 247,227 shares of Unum worth $18.1M as of Q1 2026.
- Ray Dalio bought 5,813 Unum shares in Q1 2026, an estimated $434K.
- Unum made up 0.08% of Ray Dalio's portfolio in Q1 2026, its #174 holding.
- Ray Dalio first reported a position in Unum in Q3 2014 and has held it in 28 quarters since.
- Ray Dalio's Unum position peaked at $45.4M in Q2 2025.
- 694 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.