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VestGen Advisors’s Unum UNM Stock Holding History

VestGen Advisors’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 		$228K Buy
+2,554
New +$212K 0.01% 974
2025
Q2 		– Sell
-24,151
Closed -$1.97M – 612
2025
Q1 		$1.97M Buy
+24,151
New +$1.86M 0.09% 204

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

VestGen Advisors's UNM Position: Q2 2026 in Review

VestGen Advisors opened a new position in Unum (UNM) in Q2 2026: 2,554 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in UNM as recently as Q1 2025.

VestGen Advisors first reported a position in UNM in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.97M in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • VestGen Advisors held 2,554 shares of Unum worth $228K as of Q2 2026.
  • Unum was a new VestGen Advisors position in Q2 2026.
  • Unum made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #974 holding.
  • VestGen Advisors first reported a position in Unum in Q1 2025 and has held it in 2 quarters since.
  • VestGen Advisors's Unum position peaked at $1.97M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.