Arkadios Wealth Advisors’s Unum UNM Stock Holding History

Arkadios Wealth Advisors’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	$399K	Buy	5,459 +159	+3%	+$11.9K	0.01%	1216
2025 Q4	$411K	Buy	5,300 +350	+7%	+$26.8K	0.01%	1106
2025 Q3	$385K	Buy	4,950 +204	+4%	+$15.3K	0.01%	1061
2025 Q2	$383K	Buy	+4,746	New	+$375K	0.01%	956
2021 Q4	–	Sell	-709	Closed	-$17K	–	1714
2021 Q3	$17K	Buy	709 +629	+786%	+$16.7K	﹤0.01%	1280
2021 Q2	$2K	Buy	80 +1	+1%	+$29	﹤0.01%	1871
2021 Q1	$2K	Hold	79	–	–	﹤0.01%	1550
2020 Q4	$1K	Sell	79 -76	-49%	-$1.57K	﹤0.01%	1342
2020 Q3	$2.91K	Buy	+155	New	+$2.76K	﹤0.01%	912
2020 Q2	–	Sell	-307	Closed	-$4.61K	–	1149
2020 Q1	$4.61K	Buy	307 +9	+3%	+$216	﹤0.01%	802
2019 Q4	$9K	Buy	+298	New	+$8.67K	0.01%	609

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

Arkadios Wealth Advisors's UNM Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Unum (UNM) stake by 3% in Q1 2026, buying an estimated $11.9K and bringing the position to 5,459 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1216.

Arkadios Wealth Advisors first reported a position in UNM in Q4 2019 and has held it in 11 quarters since. The position peaked at $411K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Arkadios Wealth Advisors held 5,459 shares of Unum worth $399K as of Q1 2026.
Arkadios Wealth Advisors bought 159 Unum shares in Q1 2026, an estimated $11.9K.
Unum made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1216 holding.
Arkadios Wealth Advisors first reported a position in Unum in Q4 2019 and has held it in 11 quarters since.
Arkadios Wealth Advisors's Unum position peaked at $411K in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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