Voloridge Investment Management
UNM icon

Voloridge Investment Management’s Unum UNM Stock Holding History

Voloridge Investment Management’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 		$16.6M Sell
185,738
-59,552
-24% -$4.93M 0.07% 332
2026
Q1 		$17.9M Buy
245,290
+166,600
+212% +$12.4M 0.07% 361
2025
Q4 		$6.1M Buy
+78,690
New +$6.02M 0.02% 714
2025
Q2 		– Sell
-136,714
Closed -$11.1M – 1393
2025
Q1 		$11.1M Sell
136,714
-713,902
-84% -$55M 0.04% 539
2024
Q4 		$62.1M Sell
850,616
-96,360
-10% -$6.64M 0.22% 136
2024
Q3 		$56.3M Buy
946,976
+788,740
+498% +$42.8M 0.2% 135
2024
Q2 		$8.09M Sell
158,236
-107,394
-40% -$5.56M 0.03% 623
2024
Q1 		$14.3M Sell
265,630
-96,463
-27% -$4.7M 0.05% 406
2023
Q4 		$16.4M Buy
+362,093
New +$16.5M 0.06% 365
2022
Q4 		– Sell
-18,444
Closed -$716K – 1651
2022
Q3 		$716K Sell
18,444
-129,076
-87% -$4.72M ﹤0.01% 1218
2022
Q2 		$5.02M Sell
147,520
-5,863
-4% -$198K 0.03% 673
2022
Q1 		$4.83M Sell
153,383
-132,179
-46% -$3.69M 0.03% 650
2021
Q4 		$7.02M Buy
285,562
+66,889
+31% +$1.71M 0.04% 586
2021
Q3 		$5.48M Buy
+218,673
New +$5.79M 0.04% 642
2021
Q1 		– Sell
-184,932
Closed -$4.24M – 1678
2020
Q4 		$4.24M Buy
+184,932
New +$3.82M 0.04% 499
2020
Q3 		– Sell
-226,601
Closed -$3.76M – 1519
2020
Q2 		$3.76M Buy
+226,601
New +$3.58M 0.04% 428
2019
Q3 		– Sell
-65,263
Closed -$2.19M – 1229
2019
Q2 		$2.19M Buy
+65,263
New +$2.26M 0.06% 311
2018
Q4 		– Sell
-206,030
Closed -$8.05M – 492
2018
Q3 		$8.05M Buy
+206,030
New +$7.69M 0.18% 124
2017
Q1 		– Sell
-8,246
Closed -$362K – 700
2016
Q4 		$362K Buy
+8,246
New +$330K 0.01% 576

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

Voloridge Investment Management's UNM Position: Q2 2026 in Review

Voloridge Investment Management reduced its Unum (UNM) stake by 24% in Q2 2026, selling an estimated $4.93M and leaving 185,738 shares worth $16.6M. The position accounts for 0.07% of the portfolio, ranked #332.

Voloridge Investment Management first reported a position in UNM in Q4 2016 and has held it in 19 quarters since. The position peaked at $62.1M in Q4 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Voloridge Investment Management held 185,738 shares of Unum worth $16.6M as of Q2 2026.
  • Voloridge Investment Management sold 59,552 Unum shares in Q2 2026, an estimated $4.93M.
  • Unum made up 0.07% of Voloridge Investment Management's portfolio in Q2 2026, its #332 holding.
  • Voloridge Investment Management first reported a position in Unum in Q4 2016 and has held it in 19 quarters since.
  • Voloridge Investment Management's Unum position peaked at $62.1M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.