ZIM
UNM icon

Zacks Investment Management’s Unum UNM Stock Holding History

Zacks 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 		$380K Sell
4,255
-2,217
-34% -$184K ﹤0.01% 554
2026
Q1 		$473K Sell
6,472
-1,093
-14% -$81.6K ﹤0.01% 502
2025
Q4 		$586K Sell
7,565
-189
-2% -$14.5K ﹤0.01% 473
2025
Q3 		$603K Sell
7,754
-721
-9% -$54K ﹤0.01% 461
2025
Q2 		$684K Sell
8,475
-61,641
-88% -$4.87M 0.01% 441
2025
Q1 		$5.71M Sell
70,116
-4,261
-6% -$328K 0.05% 207
2024
Q4 		$5.43M Buy
74,377
+995
+1% +$68.6K 0.05% 206
2024
Q3 		$4.36M Buy
73,382
+75
+0.1% +$4.07K 0.04% 233
2024
Q2 		$3.75M Buy
73,307
+4,344
+6% +$225K 0.04% 211
2024
Q1 		$3.7M Buy
68,963
+4,208
+6% +$205K 0.04% 237
2023
Q4 		$2.93M Sell
64,755
-7,535
-10% -$343K 0.04% 249
2023
Q3 		$3.56M Sell
72,290
-8,484
-11% -$415K 0.05% 207
2023
Q2 		$3.85M Buy
80,774
+67,588
+513% +$2.95M 0.05% 202
2023
Q1 		$522K Buy
13,186
+1,614
+14% +$66.7K 0.01% 446
2022
Q4 		$475K Sell
11,572
-94
-0.8% -$3.94K 0.01% 440
2022
Q3 		$453K Buy
+11,666
New +$427K 0.01% 434

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

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

Zacks Investment Management reduced its Unum (UNM) stake by 34% in Q2 2026, selling an estimated $184K and leaving 4,255 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Zacks Investment Management first reported a position in UNM in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.71M in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Zacks Investment Management held 4,255 shares of Unum worth $380K as of Q2 2026.
  • Zacks Investment Management sold 2,217 Unum shares in Q2 2026, an estimated $184K.
  • Unum made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #554 holding.
  • Zacks Investment Management first reported a position in Unum in Q3 2022 and has held it in 16 quarters since.
  • Zacks Investment Management's Unum position peaked at $5.71M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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