Vise Technologies’s Unum UNM Stock Holding History

Vise Technologies’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	$1.75M	Buy	19,588 +3,541	+22%	+$293K	0.02%	584
2026 Q1	$1.24M	Hold	16,047	–	–	0.02%	513
2025 Q4	$1.24M	Buy	16,047 +6,575	+69%	+$503K	0.02%	515
2025 Q3	$737K	Sell	9,472 -1,770	-16%	-$133K	0.03%	515
2025 Q2	$908K	Buy	+11,242	New	+$888K	0.04%	463
2024 Q4	$484K	Buy	+6,630	New	+$457K	0.04%	447

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 $3.38T AUM 44.17% 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

Vise Technologies's UNM Position: Q2 2026 in Review

Vise Technologies increased its Unum (UNM) stake by 22% in Q2 2026, buying an estimated $293K and bringing the position to 19,588 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #584.

Vise Technologies first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Vise Technologies held 19,588 shares of Unum worth $1.75M as of Q2 2026.
Vise Technologies bought 3,541 Unum shares in Q2 2026, an estimated $293K.
Unum made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #584 holding.
Vise Technologies first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.