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UNM icon

Xponance’s Unum UNM Stock Holding History

Xponance’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 		$1.82M Sell
20,366
-1,137
-5% -$94.2K 0.01% 625
2026
Q1 		$1.57M Buy
21,503
+4,578
+27% +$342K 0.01% 620
2025
Q4 		$1.31M Sell
16,925
-2,868
-14% -$219K 0.01% 622
2025
Q3 		$1.54M Sell
19,793
-557
-3% -$41.7K 0.01% 602
2025
Q2 		$1.64M Sell
20,350
-615
-3% -$48.6K 0.01% 581
2025
Q1 		$1.71M Sell
20,965
-1,626
-7% -$125K 0.02% 552
2024
Q4 		$1.65M Buy
22,591
+1,681
+8% +$116K 0.02% 572
2024
Q3 		$1.24M Sell
20,910
-669
-3% -$36.3K 0.01% 647
2024
Q2 		$1.1M Sell
21,579
-4,103
-16% -$212K 0.01% 655
2024
Q1 		$1.38M Buy
25,682
+2,508
+11% +$122K 0.01% 634
2023
Q4 		$1.05M Buy
23,174
+77
+0.3% +$3.51K 0.01% 654
2023
Q3 		$1.14M Sell
23,097
-3
-0% -$147 0.02% 608
2023
Q2 		$1.1M Sell
23,100
-2,122
-8% -$92.6K 0.01% 620
2023
Q1 		$998K Buy
25,222
+59
+0.2% +$2.44K 0.01% 641
2022
Q4 		$1.03M Buy
25,163
+2,624
+12% +$110K 0.02% 627
2022
Q3 		$875K Sell
22,539
-1,381
-6% -$50.5K 0.02% 624
2022
Q2 		$814K Buy
23,920
+1,474
+7% +$49.9K 0.02% 645
2022
Q1 		$707K Sell
22,446
-651
-3% -$18.2K 0.01% 738
2021
Q4 		$567K Sell
23,097
-207
-0.9% -$5.3K 0.01% 857
2021
Q3 		$584K Buy
23,304
+11,617
+99% +$308K 0.01% 817
2021
Q2 		$332K Buy
11,687
+3,106
+36% +$91.3K 0.01% 1049
2021
Q1 		$239K Sell
8,581
-148
-2% -$3.84K 0.01% 1005
2020
Q4 		$200K Buy
+8,729
New +$180K ﹤0.01% 1032

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

Xponance's UNM Position: Q2 2026 in Review

Xponance reduced its Unum (UNM) stake by 5.3% in Q2 2026, selling an estimated $94.2K and leaving 20,366 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #625.

Xponance first reported a position in UNM in Q4 2020 and has held it in 23 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Xponance held 20,366 shares of Unum worth $1.82M as of Q2 2026.
  • Xponance sold 1,137 Unum shares in Q2 2026, an estimated $94.2K.
  • Unum made up 0.01% of Xponance's portfolio in Q2 2026, its #625 holding.
  • Xponance first reported a position in Unum in Q4 2020 and has held it in 23 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.