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Synergy Investment Management’s Unum UNM Stock Holding History

Synergy Investment 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 		$48.1K Buy
570
+500
+714% +$41.4K 0.01% 387
2026
Q1 		$5.11K Buy
+70
New +$5.22K ﹤0.01% 576

Other funds holding UNM

BlackRock
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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 $3.38T AUM 44.17% 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

Synergy Investment Management's UNM Position: Q2 2026 in Review

Synergy Investment Management increased its Unum (UNM) stake by 714% in Q2 2026, buying an estimated $41.4K and bringing the position to 570 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #387.

Synergy Investment Management first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Synergy Investment Management held 570 shares of Unum worth $48.1K as of Q2 2026.
  • Synergy Investment Management bought 500 Unum shares in Q2 2026, an estimated $41.4K.
  • Unum made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #387 holding.
  • Synergy Investment Management first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.