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Advisor OS’s Unum UNM Stock Holding History

Advisor OS’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
Q1 		$220K Buy
3,014
+87
+3% +$6.49K 0.02% 515
2025
Q4 		$227K Buy
2,927
+69
+2% +$5.28K 0.02% 440
2025
Q3 		$222K Buy
2,858
+31
+1% +$2.32K 0.02% 426
2025
Q2 		$228K Buy
2,827
+26
+0.9% +$2.05K 0.02% 407
2025
Q1 		$228K Buy
2,801
+51
+2% +$3.93K 0.03% 381
2024
Q4 		$201K Buy
+2,750
New +$190K 0.02% 398

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Advisor OS's UNM Position: Q1 2026 in Review

Advisor OS increased its Unum (UNM) stake by 3% in Q1 2026, buying an estimated $6.49K and bringing the position to 3,014 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #515.

Advisor OS first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $228K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Advisor OS held 3,014 shares of Unum worth $220K as of Q1 2026.
  • Advisor OS bought 87 Unum shares in Q1 2026, an estimated $6.49K.
  • Unum made up 0.02% of Advisor OS's portfolio in Q1 2026, its #515 holding.
  • Advisor OS first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
  • Advisor OS's Unum position peaked at $228K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.