Anchor Investment Management’s Unum UNM Stock Holding History

Anchor 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 Q1	$2.89M	Buy	39,616 +70	+0.2%	+$5.22K	0.24%	110
2025 Q4	$3.06M	Buy	39,546 +13	+0%	+$994	0.25%	108
2025 Q3	$3.07M	Hold	39,533	–	–	0.25%	105
2025 Q2	$3.19M	Sell	39,533 -9,870	-20%	-$780K	0.28%	93
2025 Q1	$4.02M	Hold	49,403	–	–	0.38%	71
2024 Q4	$3.61M	Hold	49,403	–	–	0.34%	79
2024 Q3	$2.94M	Hold	49,403	–	–	0.28%	96
2024 Q2	$2.52M	Hold	49,403	–	–	0.26%	100
2024 Q1	$2.65M	Hold	49,403	–	–	0.28%	100
2023 Q4	$2.23M	Hold	49,403	–	–	0.26%	102
2023 Q3	$2.43M	Hold	49,403	–	–	0.32%	87
2023 Q2	$2.36M	Hold	49,403	–	–	0.3%	96
2023 Q1	$1.95M	Hold	49,403	–	–	0.27%	102
2022 Q4	$2.03M	Hold	49,403	–	–	0.29%	95
2022 Q3	$1.92M	Hold	49,403	–	–	0.3%	89
2022 Q2	$1.68M	Hold	49,403	–	–	0.24%	105
2022 Q1	$1.56M	Hold	49,403	–	–	0.2%	124
2021 Q4	$1.21M	Sell	49,403 -1,170	-2%	-$30K	0.15%	150
2021 Q3	$1.27M	Sell	50,573 -2,855	-5%	-$75.6K	0.18%	127
2021 Q2	$1.52M	Buy	53,428 +4,025	+8%	+$118K	0.21%	120
2021 Q1	$1.37M	Hold	49,403	–	–	0.21%	117
2020 Q4	$1.13M	Buy	49,403 +1,276	+3%	+$26.4K	0.2%	117
2020 Q3	$810K	Hold	48,127	–	–	0.16%	136
2020 Q2	$798K	Hold	48,127	–	–	0.18%	135
2020 Q1	$722K	Hold	48,127	–	–	0.19%	130
2019 Q4	$1.4M	Sell	48,127 -1,280	-3%	-$37.2K	0.3%	101
2019 Q3	$1.47M	Hold	49,407	–	–	0.34%	88
2019 Q2	$1.66M	Hold	49,407	–	–	0.4%	74
2019 Q1	$1.67M	Hold	49,407	–	–	0.42%	69
2018 Q4	$1.45M	Buy	49,407 +700	+1%	+$24.5K	0.41%	68
2018 Q3	$1.9M	Buy	48,707 +1,000	+2%	+$37.3K	0.44%	62
2018 Q2	$1.76M	Hold	47,707	–	–	0.43%	65
2018 Q1	$2.27M	Hold	47,707	–	–	0.59%	43
2017 Q4	$2.62M	Sell	47,707 -555	-1%	-$29.8K	0.69%	34
2017 Q3	$2.47M	Sell	48,262 -6	-0%	-$293	0.72%	37
2017 Q2	$2.25M	Hold	48,268	–	–	0.75%	37
2017 Q1	$2.26M	Sell	48,268 -968	-2%	-$45.3K	0.78%	34
2016 Q4	$2.16M	Sell	49,236 -400	-0.8%	-$16K	0.81%	32
2016 Q3	$1.75M	Hold	49,636	–	–	0.68%	40
2016 Q2	$1.58M	Buy	49,636 +825	+2%	+$27.9K	0.62%	44
2016 Q1	$1.51M	Buy	+48,811	New	+$1.43M	0.62%	47

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Anchor Investment Management's UNM Position: Q1 2026 in Review

Anchor Investment Management increased its Unum (UNM) stake by 0.18% in Q1 2026, buying an estimated $5.22K and bringing the position to 39,616 shares worth $2.89M. The position accounts for 0.24% of the portfolio, ranked #110.

Anchor Investment Management first reported a position in UNM in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.02M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Anchor Investment Management held 39,616 shares of Unum worth $2.89M as of Q1 2026.
Anchor Investment Management bought 70 Unum shares in Q1 2026, an estimated $5.22K.
Unum made up 0.24% of Anchor Investment Management's portfolio in Q1 2026, its #110 holding.
Anchor Investment Management first reported a position in Unum in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's Unum position peaked at $4.02M in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.