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Ariadne Wealth Management’s Unum UNM Stock Holding History

Ariadne Wealth 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 		– Sell
-2,865
Closed -$204K – 272
2025
Q4 		$204K Sell
2,865
-105
-4% -$8.03K 0.08% 243
2025
Q3 		$229K Sell
2,970
-15
-0.5% -$1.12K 0.1% 212
2025
Q2 		$213K Sell
2,985
-121
-4% -$9.56K 0.1% 192
2025
Q1 		$251K Sell
3,106
-160
-5% -$12.3K 0.13% 166
2024
Q4 		$251K Buy
3,266
+31
+1% +$2.14K 0.12% 178
2024
Q3 		$226K Buy
+3,235
New +$176K 0.12% 175

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

Ariadne Wealth Management's UNM Position: Q1 2026 in Review

Ariadne Wealth Management sold out of Unum (UNM) in Q1 2026, closing a stake of 2,865 shares — an estimated $204K sold.

Ariadne Wealth Management first reported a position in UNM in Q3 2024 and held it in 6 quarters. The position peaked at $251K in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Ariadne Wealth Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 2,865 Unum shares in Q1 2026, an estimated $204K.
  • Ariadne Wealth Management first reported a position in Unum in Q3 2024 and held it in 6 quarters.
  • Ariadne Wealth Management's Unum position peaked at $251K in Q4 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.