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SummitTX Capital’s Unum UNM Stock Holding History

SummitTX 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 		$2M Sell
22,325
-6,589
-23% -$546K 0.05% 334
2026
Q1 		$2.11M Buy
+28,914
New +$2.16M 0.07% 295
2025
Q4 		– Sell
-6,692
Closed -$521K – 970
2025
Q3 		$521K Buy
6,692
+679
+11% +$50.9K 0.02% 519
2025
Q2 		$486K Buy
6,013
+1,054
+21% +$83.2K 0.02% 515
2025
Q1 		$404K Buy
+4,959
New +$382K 0.02% 595

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

SummitTX Capital's UNM Position: Q2 2026 in Review

SummitTX Capital reduced its Unum (UNM) stake by 23% in Q2 2026, selling an estimated $546K and leaving 22,325 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #334.

SummitTX Capital first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.11M in Q1 2026. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • SummitTX Capital held 22,325 shares of Unum worth $2M as of Q2 2026.
  • SummitTX Capital sold 6,589 Unum shares in Q2 2026, an estimated $546K.
  • Unum made up 0.05% of SummitTX Capital's portfolio in Q2 2026, its #334 holding.
  • SummitTX Capital first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Unum position peaked at $2.11M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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