VA
UNM icon

Vident Advisory’s Unum UNM Stock Holding History

Vident 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 		$1.81M Sell
20,244
-1,786
-8% -$148K 0.01% 728
2026
Q1 		$1.61M Buy
22,030
+752
+4% +$56.1K 0.01% 688
2025
Q4 		$1.65M Sell
21,278
-1,291
-6% -$98.7K 0.02% 636
2025
Q3 		$1.76M Sell
22,569
-2,228
-9% -$167K 0.02% 617
2025
Q2 		$2M Sell
24,797
-4,814
-16% -$380K 0.02% 500
2025
Q1 		$2.41M Buy
29,611
+3,704
+14% +$286K 0.04% 416
2024
Q4 		$1.89M Sell
25,907
-1,286
-5% -$88.7K 0.03% 431
2024
Q3 		$1.62M Buy
27,193
+4,244
+18% +$230K 0.04% 465
2024
Q2 		$1.17M Buy
22,949
+4,849
+27% +$251K 0.03% 538
2024
Q1 		$971K Buy
18,100
+2,109
+13% +$103K 0.02% 579
2023
Q4 		$723K Buy
15,991
+619
+4% +$28.2K 0.02% 653
2023
Q3 		$756K Buy
+15,372
New +$751K 0.02% 585

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 $3.38T AUM 44.17% 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

Vident Advisory's UNM Position: Q2 2026 in Review

Vident Advisory reduced its Unum (UNM) stake by 8.1% in Q2 2026, selling an estimated $148K and leaving 20,244 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #728.

Vident Advisory first reported a position in UNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.41M in Q1 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Vident Advisory held 20,244 shares of Unum worth $1.81M as of Q2 2026.
  • Vident Advisory sold 1,786 Unum shares in Q2 2026, an estimated $148K.
  • Unum made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #728 holding.
  • Vident Advisory first reported a position in Unum in Q3 2023 and has held it in 12 quarters since.
  • Vident Advisory's Unum position peaked at $2.41M in Q1 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.