AG
UNM icon

Ascent Group’s Unum UNM Stock Holding History

Ascent Group’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 		$1.48M Buy
20,333
+442
+2% +$33K 0.05% 297
2025
Q4 		$1.54M Sell
19,891
-789
-4% -$60.3K 0.05% 292
2025
Q3 		$1.61M Sell
20,680
-210
-1% -$15.7K 0.06% 284
2025
Q2 		$1.69M Sell
20,890
-65
-0.3% -$5.13K 0.07% 244
2025
Q1 		$1.71M Buy
20,955
+1,386
+7% +$107K 0.07% 253
2024
Q4 		$1.43M Sell
19,569
-781
-4% -$53.8K 0.11% 231
2024
Q3 		$1.21M Sell
20,350
-1,776
-8% -$96.4K 0.09% 260
2024
Q2 		$1.13M Sell
22,126
-1,369
-6% -$70.8K 0.09% 255
2024
Q1 		$1.26M Buy
23,495
+148
+0.6% +$7.22K 0.11% 250
2023
Q4 		$1.13M Sell
23,347
-870
-4% -$39.6K 0.11% 237
2023
Q3 		$1.05M Sell
24,217
-798
-3% -$39K 0.12% 221
2023
Q2 		$1.24M Buy
+25,015
New +$1.09M 0.14% 205

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

Ascent Group's UNM Position: Q1 2026 in Review

Ascent Group increased its Unum (UNM) stake by 2.2% in Q1 2026, buying an estimated $33K and bringing the position to 20,333 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #297.

Ascent Group first reported a position in UNM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Ascent Group held 20,333 shares of Unum worth $1.48M as of Q1 2026.
  • Ascent Group bought 442 Unum shares in Q1 2026, an estimated $33K.
  • Unum made up 0.05% of Ascent Group's portfolio in Q1 2026, its #297 holding.
  • Ascent Group first reported a position in Unum in Q2 2023 and has held it in 12 quarters since.
  • Ascent Group's Unum position peaked at $1.71M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.