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Smartleaf Asset Management’s Unum UNM Stock Holding History

Smartleaf Asset Management’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 		$259K Hold
2,883
– – 0.01% 732
2026
Q1 		$210K Buy
2,883
+102
+4% +$7.61K 0.01% 765
2025
Q4 		$218K Buy
2,781
+149
+6% +$11.4K 0.01% 768
2025
Q3 		$204K Sell
2,632
-980
-27% -$73.4K 0.01% 725
2025
Q2 		$291K Sell
3,612
-636
-15% -$50.2K 0.03% 492
2025
Q1 		$340K Buy
4,248
+1,708
+67% +$132K 0.03% 443
2024
Q4 		$186K Buy
2,540
+574
+29% +$39.6K 0.02% 574
2024
Q3 		$115K Buy
1,966
+591
+43% +$32.1K 0.01% 665
2024
Q2 		$69.7K Buy
1,375
+178
+15% +$9.21K 0.01% 663
2024
Q1 		$64.3K Sell
1,197
-4,377
-79% -$213K 0.01% 624
2023
Q4 		$252K Buy
+5,574
New +$254K 0.07% 287

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

Smartleaf Asset Management's UNM Position: Q2 2026 in Review

Smartleaf Asset Management held its Unum (UNM) position steady in Q2 2026 at 2,883 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #732.

Smartleaf Asset Management first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q1 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Smartleaf Asset Management held 2,883 shares of Unum worth $259K as of Q2 2026.
  • Smartleaf Asset Management left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #732 holding.
  • Smartleaf Asset Management first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Unum position peaked at $340K in Q1 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.