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UNM icon

Sachetta’s Unum UNM Stock Holding History

Sachetta’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 		$20.8K Buy
233
+38
+19% +$3.15K 0.01% 291
2026
Q1 		$14.2K Buy
195
+134
+220% +$10K 0.01% 359
2025
Q4 		$4.73K Hold
61
– – ﹤0.01% 562
2025
Q3 		$4.75K Hold
61
– – ﹤0.01% 619
2025
Q2 		$4.93K Hold
61
– – ﹤0.01% 590
2025
Q1 		$4.97K Sell
61
-2
-3% -$154 ﹤0.01% 561
2024
Q4 		$4.6K Buy
63
+2
+3% +$138 ﹤0.01% 613
2024
Q3 		$3.63K Sell
61
-41
-40% -$2.23K ﹤0.01% 720
2024
Q2 		$5.54K Buy
102
+10
+11% +$517 ﹤0.01% 564
2024
Q1 		$4.16K Hold
92
– – ﹤0.01% 554
2023
Q4 		$4.16K Buy
+92
New +$4.19K ﹤0.01% 554

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
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
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Sachetta's UNM Position: Q2 2026 in Review

Sachetta increased its Unum (UNM) stake by 19% in Q2 2026, buying an estimated $3.15K and bringing the position to 233 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #291.

Sachetta first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sachetta held 233 shares of Unum worth $20.8K as of Q2 2026.
  • Sachetta bought 38 Unum shares in Q2 2026, an estimated $3.15K.
  • Unum made up 0.01% of Sachetta's portfolio in Q2 2026, its #291 holding.
  • Sachetta first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • 99 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.