SP
UNM icon

Symmetry Partners’s Unum UNM Stock Holding History

Symmetry Partners’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 		$255K Buy
+2,850
New +$236K 0.01% 213
2024
Q2 		– Sell
-20,251
Closed -$1.09M – 546
2024
Q1 		$1.09M Buy
+20,251
New +$987K 0.09% 166
2023
Q4 		– Sell
-11,318
Closed -$557K – 557
2023
Q3 		$557K Buy
11,318
+794
+8% +$38.8K 0.03% 278
2023
Q2 		$502K Buy
+10,524
New +$459K 0.03% 335
2021
Q4 		– Sell
-49,119
Closed -$1.31M – 648
2021
Q3 		$1.31M Sell
49,119
-6,121
-11% -$162K 0.09% 161
2021
Q2 		$1.57M Buy
+55,240
New +$1.62M 0.1% 138

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

Symmetry Partners's UNM Position: Q2 2026 in Review

Symmetry Partners opened a new position in Unum (UNM) in Q2 2026: 2,850 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in UNM as recently as Q1 2024.

Symmetry Partners first reported a position in UNM in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.57M in Q2 2021. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Symmetry Partners held 2,850 shares of Unum worth $255K as of Q2 2026.
  • Unum was a new Symmetry Partners position in Q2 2026.
  • Unum made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #213 holding.
  • Symmetry Partners first reported a position in Unum in Q2 2021 and has held it in 6 quarters since.
  • Symmetry Partners's Unum position peaked at $1.57M in Q2 2021.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.