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Swan Capital’s Unum UNM Stock Holding History

Swan 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 		– Sell
-300
Closed -$21.9K – 621
2026
Q1 		$21.9K Buy
+300
New +$22.4K 0.01% 121

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

Swan Capital's UNM Position: Q2 2026 in Review

Swan Capital sold out of Unum (UNM) in Q2 2026, closing a stake of 300 shares — an estimated $21.9K sold.

Swan Capital first reported a position in UNM in Q1 2026 and held it in 1 quarter. The position peaked at $21.9K in Q1 2026. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Swan Capital reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
  • Swan Capital sold 300 Unum shares in Q2 2026, an estimated $21.9K.
  • Swan Capital first reported a position in Unum in Q1 2026 and held it in 1 quarter.
  • Swan Capital's Unum position peaked at $21.9K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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