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Sanctuary Advisors’s Unum UNM Stock Holding History

Sanctuary Advisors’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 		$596K Buy
6,665
+735
+12% +$60.9K ﹤0.01% 1846
2026
Q1 		$433K Buy
5,930
+2,716
+85% +$203K ﹤0.01% 1876
2025
Q4 		$249K Sell
3,214
-2,534
-44% -$194K ﹤0.01% 2138
2025
Q3 		$447K Sell
5,748
-2,311
-29% -$173K ﹤0.01% 1776
2025
Q2 		$651K Sell
8,059
-4,921
-38% -$389K ﹤0.01% 1470
2025
Q1 		$1.06M Sell
12,980
-2,862
-18% -$221K 0.01% 1106
2024
Q4 		$1.22M Sell
15,842
-6,170
-28% -$425K 0.01% 1140
2024
Q3 		$1.67M Sell
22,012
-469
-2% -$25.5K 0.01% 974
2024
Q2 		$1.14M Buy
+22,481
New +$1.16M 0.01% 1125

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's UNM Position: Q2 2026 in Review

Sanctuary Advisors increased its Unum (UNM) stake by 12% in Q2 2026, buying an estimated $60.9K and bringing the position to 6,665 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Sanctuary Advisors first reported a position in UNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.67M in Q3 2024. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sanctuary Advisors held 6,665 shares of Unum worth $596K as of Q2 2026.
  • Sanctuary Advisors bought 735 Unum shares in Q2 2026, an estimated $60.9K.
  • Unum made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1846 holding.
  • Sanctuary Advisors first reported a position in Unum in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Unum position peaked at $1.67M in Q3 2024.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.