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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
2023
Q3 		– Sell
-7,000
Closed -$334K – 502
2023
Q2 		$334K Buy
7,000
+1,000
+17% +$43.6K 0.05% 221
2023
Q1 		$237K Buy
+6,000
New +$248K 0.05% 270
2021
Q2 		– Sell
-10,000
Closed -$278K – 687
2021
Q1 		$278K Buy
+10,000
New +$260K 0.03% 330

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
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.