Vestmark Advisory Solutions’s Unum UNM Stock Holding History

Vestmark Advisory Solutions’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	$546K	Buy	+6,111	New	+$506K	0.01%	1119
2023 Q1	–	Sell	-8,625	Closed	-$354K	–	903
2022 Q4	$354K	Sell	8,625 -534	-6%	-$22.4K	0.02%	644
2022 Q3	$355K	Buy	9,159 +368	+4%	+$13.5K	0.02%	622
2022 Q2	$299K	Buy	8,791 +161	+2%	+$5.45K	0.02%	674
2022 Q1	$272K	Sell	8,630 -682	-7%	-$19.1K	0.02%	745
2021 Q4	$229K	Sell	9,312 -321	-3%	-$8.22K	0.01%	795
2021 Q3	$241K	Buy	9,633 +2,094	+28%	+$55.4K	0.02%	742
2021 Q2	$214K	Buy	+7,539	New	+$222K	0.02%	733
2021 Q1	–	Sell	-8,851	Closed	-$203K	–	750
2020 Q4	$203K	Buy	+8,851	New	+$183K	0.02%	579

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vestmark Advisory Solutions's UNM Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in Unum (UNM) in Q2 2026: 6,111 shares worth $546K. The stake represents 0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in UNM as recently as Q4 2022.

Vestmark Advisory Solutions first reported a position in UNM in Q4 2020 and has held it in 9 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Vestmark Advisory Solutions held 6,111 shares of Unum worth $546K as of Q2 2026.
Unum was a new Vestmark Advisory Solutions position in Q2 2026.
Unum made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1119 holding.
Vestmark Advisory Solutions first reported a position in Unum in Q4 2020 and has held it in 9 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.