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Trivium Point Advisory’s Unum UNM Stock Holding History

Trivium Point Advisory’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 		$821K Buy
9,178
+235
+3% +$19.5K 0.07% 207
2026
Q1 		$653K Sell
8,943
-867
-9% -$64.7K 0.12% 169
2025
Q4 		$760K Sell
9,810
-799
-8% -$61.1K 0.08% 201
2025
Q3 		$825K Sell
10,609
-205
-2% -$15.4K 0.08% 198
2025
Q2 		$873K Sell
10,814
-668
-6% -$52.8K 0.09% 191
2025
Q1 		$935K Sell
11,482
-465
-4% -$35.8K 0.12% 172
2024
Q4 		$872K Sell
11,947
-1,089
-8% -$75.1K 0.11% 181
2024
Q3 		$926K Sell
13,036
-1,900
-13% -$103K 0.13% 174
2024
Q2 		$763K Buy
14,936
+944
+7% +$48.8K 0.11% 179
2024
Q1 		$751K Sell
13,992
-964
-6% -$47K 0.16% 132
2023
Q4 		$676K Buy
14,956
+134
+0.9% +$6.1K 0.16% 127
2023
Q3 		$713K Sell
14,822
-2,296
-13% -$112K 0.2% 124
2023
Q2 		$817K Buy
+17,118
New +$747K 0.22% 127

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

Trivium Point Advisory's UNM Position: Q2 2026 in Review

Trivium Point Advisory increased its Unum (UNM) stake by 2.6% in Q2 2026, buying an estimated $19.5K and bringing the position to 9,178 shares worth $821K. The position accounts for 0.07% of the portfolio, ranked #207.

Trivium Point Advisory first reported a position in UNM in Q2 2023 and has held it in 13 quarters since. The position peaked at $935K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Trivium Point Advisory held 9,178 shares of Unum worth $821K as of Q2 2026.
  • Trivium Point Advisory bought 235 Unum shares in Q2 2026, an estimated $19.5K.
  • Unum made up 0.07% of Trivium Point Advisory's portfolio in Q2 2026, its #207 holding.
  • Trivium Point Advisory first reported a position in Unum in Q2 2023 and has held it in 13 quarters since.
  • Trivium Point Advisory's Unum position peaked at $935K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.