VVP
UNM icon

Venture Visionary Partners’s Unum UNM Stock Holding History

Venture Visionary 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 		$855K Buy
9,567
+3
+0% +$249 0.02% 371
2026
Q1 		$698K Sell
9,564
-31
-0.3% -$2.31K 0.02% 367
2025
Q4 		$744K Buy
9,595
+57
+0.6% +$4.36K 0.02% 364
2025
Q3 		$742K Buy
9,538
+2
+0% +$150 0.03% 343
2025
Q2 		$770K Buy
9,536
+3
+0% +$237 0.03% 322
2025
Q1 		$777K Buy
9,533
+2
+0% +$154 0.03% 308
2024
Q4 		$696K Buy
9,531
+2
+0% +$138 0.03% 314
2024
Q3 		$566K Buy
9,529
+3
+0% +$163 0.02% 351
2024
Q2 		$487K Sell
9,526
-1,438
-13% -$74.4K 0.02% 383
2024
Q1 		$588K Sell
10,964
-397
-3% -$19.4K 0.03% 344
2023
Q4 		$514K Sell
11,361
-2,042
-15% -$93K 0.03% 342
2023
Q3 		$659K Sell
13,403
-8,317
-38% -$407K 0.04% 292
2023
Q2 		$1.04M Sell
21,720
-5,855
-21% -$255K 0.06% 236
2023
Q1 		$1.09M Buy
27,575
+4,528
+20% +$187K 0.07% 220
2022
Q4 		$946K Buy
23,047
+3,449
+18% +$145K 0.07% 227
2022
Q3 		$760K Buy
19,598
+7,947
+68% +$291K 0.06% 241
2022
Q2 		$396K Buy
11,651
+2,545
+28% +$86.1K 0.03% 336
2022
Q1 		$286K Sell
9,106
-495
-5% -$13.8K 0.02% 416
2021
Q4 		$235K Buy
+9,601
New +$246K 0.02% 465

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

Venture Visionary Partners's UNM Position: Q2 2026 in Review

Venture Visionary Partners increased its Unum (UNM) stake by 0.03% in Q2 2026, buying an estimated $249 and bringing the position to 9,567 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #371.

Venture Visionary Partners first reported a position in UNM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2023. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Venture Visionary Partners held 9,567 shares of Unum worth $855K as of Q2 2026.
  • Venture Visionary Partners bought 3 Unum shares in Q2 2026, an estimated $249.
  • Unum made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #371 holding.
  • Venture Visionary Partners first reported a position in Unum in Q4 2021 and has held it in 19 quarters since.
  • Venture Visionary Partners's Unum position peaked at $1.09M in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.