TI
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Tidal Investments’s Unum UNM Stock Holding History

Tidal Investments’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 		$1.26M Buy
14,062
+6,544
+87% +$542K ﹤0.01% 1617
2026
Q1 		$549K Sell
7,518
-614
-8% -$45.8K ﹤0.01% 1786
2025
Q4 		$630K Sell
8,132
-2,756
-25% -$211K ﹤0.01% 1518
2025
Q3 		$847K Sell
10,888
-3,132
-22% -$235K ﹤0.01% 1300
2025
Q2 		$1.13M Sell
14,020
-754
-5% -$59.6K 0.01% 981
2025
Q1 		$1.2M Buy
14,774
+1,937
+15% +$149K 0.01% 902
2024
Q4 		$937K Sell
12,837
-384
-3% -$26.5K 0.01% 1034
2024
Q3 		$786K Sell
13,221
-2,336
-15% -$127K 0.01% 1132
2024
Q2 		$795K Sell
15,557
-48,451
-76% -$2.51M 0.01% 1023
2024
Q1 		$3.44M Buy
64,008
+28,580
+81% +$1.39M 0.06% 350
2023
Q4 		$1.6M Buy
35,428
+29,885
+539% +$1.36M 0.04% 438
2023
Q3 		$273K Buy
+5,543
New +$271K 0.01% 1097
2022
Q4 		– Sell
-6,026
Closed -$234K – 1207
2022
Q3 		$234K Buy
+6,026
New +$220K 0.01% 901

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

Tidal Investments's UNM Position: Q2 2026 in Review

Tidal Investments increased its Unum (UNM) stake by 87% in Q2 2026, buying an estimated $542K and bringing the position to 14,062 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Tidal Investments first reported a position in UNM in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.44M in Q1 2024. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Tidal Investments held 14,062 shares of Unum worth $1.26M as of Q2 2026.
  • Tidal Investments bought 6,544 Unum shares in Q2 2026, an estimated $542K.
  • Unum made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1617 holding.
  • Tidal Investments first reported a position in Unum in Q3 2022 and has held it in 13 quarters since.
  • Tidal Investments's Unum position peaked at $3.44M in Q1 2024.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.