AE Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $743K | Buy |
10,180
+51
| +0.5% | +$3.81K | ﹤0.01% | 934 |
|
|
2025
Q4 | $785K | Buy |
10,129
+1,693
| +20% | +$129K | ﹤0.01% | 880 |
|
|
2025
Q3 | $656K | Sell |
8,436
-89
| -1% | -$6.67K | ﹤0.01% | 874 |
|
|
2025
Q2 | $688K | Sell |
8,525
-125,457
| -94% | -$9.91M | 0.01% | 823 |
|
|
2025
Q1 | $10.9M | Buy |
133,982
+127,157
| +1,863% | +$9.8M | 0.09% | 229 |
|
|
2024
Q4 | $498K | Buy |
6,825
+430
| +7% | +$29.6K | ﹤0.01% | 914 |
|
|
2024
Q3 | $380K | Buy |
6,395
+1,768
| +38% | +$96K | ﹤0.01% | 958 |
|
|
2024
Q2 | $236K | Buy |
+4,627
| New | +$239K | ﹤0.01% | 1107 |
|
|
2024
Q1 | – | Sell |
-11,224
| Closed | -$532K | – | 1941 |
|
|
2023
Q4 | $532K | Sell |
11,224
-3,093
| -22% | -$141K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $704K | Sell |
14,317
-1,323
| -8% | -$64.7K | ﹤0.01% | 1230 |
|
|
2023
Q2 | $746K | Sell |
15,640
-382,368
| -96% | -$16.7M | ﹤0.01% | 1204 |
|
|
2023
Q1 | $15.7M | Buy |
398,008
+391,134
| +5,690% | +$16.2M | 0.1% | 238 |
|
|
2022
Q4 | $282K | Sell |
6,874
-1,588
| -19% | -$66.5K | ﹤0.01% | 1526 |
|
|
2022
Q3 | $328K | Sell |
8,462
-2,291
| -21% | -$83.8K | ﹤0.01% | 1437 |
|
|
2022
Q2 | $366K | Sell |
10,753
-1,079
| -9% | -$36.5K | ﹤0.01% | 1352 |
|
|
2022
Q1 | $373K | Buy |
11,832
+2,584
| +28% | +$72.2K | ﹤0.01% | 1338 |
|
|
2021
Q4 | $227K | Buy |
+9,248
| New | +$237K | ﹤0.01% | 1561 |
|
|
2021
Q3 | – | Sell |
-7,566
| Closed | -$215K | – | 1718 |
|
|
2021
Q2 | $215K | Sell |
7,566
-109
| -1% | -$3.2K | ﹤0.01% | 1478 |
|
|
2021
Q1 | $214K | Buy |
+7,675
| New | +$199K | ﹤0.01% | 1384 |
|
|
2020
Q4 | – | Sell |
-18,862
| Closed | -$317K | – | 1434 |
|
|
2020
Q3 | $317K | Buy |
18,862
+4,023
| +27% | +$71.5K | ﹤0.01% | 1024 |
|
|
2020
Q2 | $246K | Buy |
14,839
+1,298
| +10% | +$20.5K | ﹤0.01% | 1098 |
|
|
2020
Q1 | $203K | Sell |
13,541
-150
| -1% | -$3.61K | ﹤0.01% | 1007 |
|
|
2019
Q4 | $399K | Sell |
13,691
-3,557
| -21% | -$103K | 0.01% | 807 |
|
|
2019
Q3 | $513K | Buy |
17,248
+2,952
| +21% | +$87.7K | 0.01% | 611 |
|
|
2019
Q2 | $480K | Buy |
14,296
+1,414
| +11% | +$49K | 0.01% | 600 |
|
|
2019
Q1 | $436K | Sell |
12,882
-53
| -0.4% | -$1.84K | 0.03% | 369 |
|
|
2018
Q4 | $380K | Sell |
12,935
-193
| -1% | -$6.75K | 0.07% | 297 |
|
|
2018
Q3 | $513K | Buy |
+13,128
| New | +$490K | 0.03% | 313 |
|
Other funds holding UNM
VPM
VCM
AE Wealth Management's UNM Position: Q1 2026 in Review
AE Wealth Management increased its Unum (UNM) stake by 0.5% in Q1 2026, buying an estimated $3.81K and bringing the position to 10,180 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #934.
AE Wealth Management first reported a position in UNM in Q3 2018 and has held it in 28 quarters since. The position peaked at $15.7M in Q1 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- AE Wealth Management held 10,180 shares of Unum worth $743K as of Q1 2026.
- AE Wealth Management bought 51 Unum shares in Q1 2026, an estimated $3.81K.
- Unum made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #934 holding.
- AE Wealth Management first reported a position in Unum in Q3 2018 and has held it in 28 quarters since.
- AE Wealth Management's Unum position peaked at $15.7M in Q1 2023.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.