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UNM icon

Savant Capital’s Unum UNM Stock Holding History

Savant Capital’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 		$2.24M Buy
27,480
+11,519
+72% +$955K 0.01% 580
2026
Q1 		$1.17M Buy
15,961
+3,088
+24% +$230K 0.01% 575
2025
Q4 		$998K Buy
12,873
+1,542
+14% +$118K 0.01% 582
2025
Q3 		$881K Buy
11,331
+44
+0.4% +$3.3K 0.01% 615
2025
Q2 		$912K Buy
11,287
+49
+0.4% +$3.87K 0.01% 548
2025
Q1 		$915K Sell
11,238
-35,106
-76% -$2.71M 0.01% 506
2024
Q4 		$3.38M Buy
46,344
+476
+1% +$32.8K 0.03% 301
2024
Q3 		$2.73M Buy
45,868
+4,154
+10% +$226K 0.02% 341
2024
Q2 		$2.13M Buy
41,714
+675
+2% +$34.9K 0.02% 357
2024
Q1 		$2.2M Buy
41,039
+33,438
+440% +$1.63M 0.03% 332
2023
Q4 		$344K Sell
7,601
-326
-4% -$14.8K ﹤0.01% 663
2023
Q3 		$390K Buy
7,927
+266
+3% +$13K 0.01% 584
2023
Q2 		$365K Buy
7,661
+171
+2% +$7.46K 0.01% 593
2023
Q1 		$296K Buy
7,490
+303
+4% +$12.5K 0.01% 599
2022
Q4 		$295K Buy
7,187
+161
+2% +$6.75K 0.01% 468
2022
Q3 		$273K Sell
7,026
-594
-8% -$21.7K 0.01% 446
2022
Q2 		$259K Buy
7,620
+644
+9% +$21.8K 0.01% 463
2022
Q1 		$220K Sell
6,976
-1,459
-17% -$40.8K 0.01% 527
2021
Q4 		$207K Sell
8,435
-768
-8% -$19.7K 0.01% 538
2021
Q3 		$231K Buy
9,203
+650
+8% +$17.2K 0.01% 470
2021
Q2 		$243K Buy
8,553
+1,310
+18% +$38.5K 0.01% 441
2021
Q1 		$202K Buy
+7,243
New +$188K 0.01% 446

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

Savant Capital's UNM Position: Q2 2026 in Review

Savant Capital increased its Unum (UNM) stake by 72% in Q2 2026, buying an estimated $955K and bringing the position to 27,480 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #580.

Savant Capital first reported a position in UNM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.38M in Q4 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Savant Capital held 27,480 shares of Unum worth $2.24M as of Q2 2026.
  • Savant Capital bought 11,519 Unum shares in Q2 2026, an estimated $955K.
  • Unum made up 0.01% of Savant Capital's portfolio in Q2 2026, its #580 holding.
  • Savant Capital first reported a position in Unum in Q1 2021 and has held it in 22 quarters since.
  • Savant Capital's Unum position peaked at $3.38M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.