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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Shay Capital's UNM Position: Q1 2026 in Review

Shay Capital opened a new position in Unum (UNM) in Q1 2026: 7,500 shares worth $548K. The stake represents 0.05% of the portfolio and ranks #256 among its holdings. This is a return to the name: Shay Capital previously reported a position in UNM as recently as Q3 2023.

Shay Capital first reported a position in UNM in Q1 2023 and has held it in 4 quarters since. The position peaked at $4.32M in Q2 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Shay Capital held 7,500 shares of Unum worth $548K as of Q1 2026.
Unum was a new Shay Capital position in Q1 2026.
Unum made up 0.05% of Shay Capital's portfolio in Q1 2026, its #256 holding.
Shay Capital first reported a position in Unum in Q1 2023 and has held it in 4 quarters since.
Shay Capital's Unum position peaked at $4.32M in Q2 2023.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Shay Capital's 13F filing for Q1 2026, filed 15 May 2026.