XF
UNM icon

XML Financial’s Unum UNM Stock Holding History

XML Financial’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 		$1.21M Sell
13,555
-200
-1% -$16.6K 0.09% 171
2026
Q1 		$1M Hold
13,755
– – 0.08% 180
2025
Q4 		$1.07M Sell
13,755
-75
-0.5% -$5.74K 0.09% 170
2025
Q3 		$1.08M Sell
13,830
-875
-6% -$65.6K 0.09% 174
2025
Q2 		$1.19M Sell
14,705
-100
-0.7% -$7.9K 0.1% 164
2025
Q1 		$1.21M Sell
14,805
-110
-0.7% -$8.48K 0.11% 154
2024
Q4 		$1.09M Sell
14,915
-4,415
-23% -$304K 0.1% 163
2024
Q3 		$1.15M Sell
19,330
-300
-2% -$16.3K 0.11% 159
2024
Q2 		$1M Hold
19,630
– – 0.1% 164
2024
Q1 		$1.05M Buy
19,630
+250
+1% +$12.2K 0.11% 160
2023
Q4 		$876K Sell
19,380
-310
-2% -$14.1K 0.09% 173
2023
Q3 		$969K Sell
19,690
-200
-1% -$9.78K 0.12% 157
2023
Q2 		$949K Buy
19,890
+740
+4% +$32.3K 0.11% 162
2023
Q1 		$742K Sell
19,150
-950
-5% -$39.2K 0.09% 179
2022
Q4 		$825K Sell
20,100
-50
-0.2% -$2.1K 0.1% 166
2022
Q3 		$782K Hold
20,150
– – 0.11% 159
2022
Q2 		$686K Sell
20,150
-500
-2% -$16.9K 0.16% 118
2022
Q1 		$651K Buy
20,650
+2,000
+11% +$55.9K 0.08% 183
2021
Q4 		$458K Buy
18,650
+2,050
+12% +$52.5K 0.06% 212
2021
Q3 		$416K Buy
16,600
+1,400
+9% +$37.1K 0.06% 214
2021
Q2 		$432K Buy
15,200
+2,000
+15% +$58.8K 0.1% 153
2021
Q1 		$367K Buy
13,200
+1,000
+8% +$26K 0.09% 152
2020
Q4 		$280K Buy
+12,200
New +$252K 0.07% 169

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

XML Financial's UNM Position: Q2 2026 in Review

XML Financial reduced its Unum (UNM) stake by 1.5% in Q2 2026, selling an estimated $16.6K and leaving 13,555 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #171.

XML Financial first reported a position in UNM in Q4 2020 and has held it in 23 quarters since. 761 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • XML Financial held 13,555 shares of Unum worth $1.21M as of Q2 2026.
  • XML Financial sold 200 Unum shares in Q2 2026, an estimated $16.6K.
  • Unum made up 0.09% of XML Financial's portfolio in Q2 2026, its #171 holding.
  • XML Financial first reported a position in Unum in Q4 2020 and has held it in 23 quarters since.
  • 761 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.