SLA
UNM icon

Silver Lake Advisory’s Unum UNM Stock Holding History

Silver Lake Advisory’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 		$6.54M Sell
73,190
-405
-0.6% -$33.6K 2.34% 11
2026
Q1 		$5.37M Sell
73,595
-835
-1% -$62.3K 2.13% 13
2025
Q4 		$5.77M Buy
74,430
+897
+1% +$68.6K 2.24% 14
2025
Q3 		$5.72M Buy
73,533
+551
+0.8% +$41.3K 2.28% 15
2025
Q2 		$5.89M Buy
72,982
+749
+1% +$59.2K 2.51% 11
2025
Q1 		$5.88M Sell
72,233
-303
-0.4% -$23.4K 2.57% 9
2024
Q4 		$5.3M Sell
72,536
-3,230
-4% -$223K 2.33% 12
2024
Q3 		$4.5M Buy
75,766
+1,773
+2% +$96.3K 1.85% 22
2024
Q2 		$3.78M Buy
73,993
+101
+0.1% +$5.23K 1.7% 23
2024
Q1 		$3.97M Buy
73,892
+2,570
+4% +$125K 1.77% 24
2023
Q4 		$3.23M Buy
71,322
+3,122
+5% +$142K 1.81% 27
2023
Q3 		$3.35M Buy
+68,200
New +$3.33M 2.07% 23

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

Silver Lake Advisory's UNM Position: Q2 2026 in Review

Silver Lake Advisory reduced its Unum (UNM) stake by 0.55% in Q2 2026, selling an estimated $33.6K and leaving 73,190 shares worth $6.54M. The position accounts for 2.34% of the portfolio, ranked #11.

Silver Lake Advisory first reported a position in UNM in Q3 2023 and has held it in 12 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Silver Lake Advisory held 73,190 shares of Unum worth $6.54M as of Q2 2026.
  • Silver Lake Advisory sold 405 Unum shares in Q2 2026, an estimated $33.6K.
  • Unum made up 2.34% of Silver Lake Advisory's portfolio in Q2 2026, its #11 holding.
  • Silver Lake Advisory first reported a position in Unum in Q3 2023 and has held it in 12 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.