Shay Capital’s Unum UNM Stock Holding History

Shay 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	–	Sell	-7,500	Closed	-$548K	–	647
2026 Q1	$548K	Buy	+7,500	New	+$560K	0.05%	256
2023 Q4	–	Sell	-30,000	Closed	-$1.48M	–	412
2023 Q3	$1.48M	Sell	30,000 -60,500	-67%	-$2.96M	0.21%	80
2023 Q2	$4.32M	Buy	90,500 +24,500	+37%	+$1.07M	0.6%	27
2023 Q1	$2.61M	Buy	+66,000	New	+$2.73M	0.51%	33

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Shay Capital's UNM Position: Q2 2026 in Review

Shay Capital sold out of Unum (UNM) in Q2 2026, closing a stake of 7,500 shares — an estimated $548K sold.

Shay Capital first reported a position in UNM in Q1 2023 and held it in 4 quarters. The position peaked at $4.32M in Q2 2023. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Shay Capital reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Shay Capital sold 7,500 Unum shares in Q2 2026, an estimated $548K.
Shay Capital first reported a position in Unum in Q1 2023 and held it in 4 quarters.
Shay Capital's Unum position peaked at $4.32M in Q2 2023.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Shay Capital's 13F filing for Q2 2026, filed 14 Aug 2026.