Ashton Thomas Private Wealth’s Unum UNM Stock Holding History

Ashton Thomas Private Wealth’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	$686K	Sell	9,393 -969	-9%	-$72.3K	0.02%	643
2025 Q4	$803K	Buy	10,362 +1,176	+13%	+$89.9K	0.02%	543
2025 Q3	$714K	Buy	9,186 +1,334	+17%	+$100K	0.02%	562
2025 Q2	$634K	Buy	7,852 +20	+0.3%	+$1.58K	0.02%	519
2025 Q1	$638K	Sell	7,832 -1,659	-17%	-$128K	0.02%	491
2024 Q4	$693K	Buy	9,491 +3,131	+49%	+$216K	0.03%	464
2024 Q3	$378K	Buy	6,360 +289	+5%	+$15.7K	0.02%	475
2024 Q2	$310K	Buy	6,071 +48	+0.8%	+$2.48K	0.02%	483
2024 Q1	$323K	Sell	6,023 -6,427	-52%	-$313K	0.02%	487
2023 Q4	$563K	Buy	12,450 +2,199	+21%	+$100K	0.04%	397
2023 Q3	$504K	Buy	10,251 +475	+5%	+$23.2K	0.04%	395
2023 Q2	$466K	Buy	+9,776	New	+$427K	0.04%	403

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

Ashton Thomas Private Wealth's UNM Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Unum (UNM) stake by 9.4% in Q1 2026, selling an estimated $72.3K and leaving 9,393 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #643.

Ashton Thomas Private Wealth first reported a position in UNM in Q2 2023 and has held it in 12 quarters since. The position peaked at $803K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Ashton Thomas Private Wealth held 9,393 shares of Unum worth $686K as of Q1 2026.
Ashton Thomas Private Wealth sold 969 Unum shares in Q1 2026, an estimated $72.3K.
Unum made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #643 holding.
Ashton Thomas Private Wealth first reported a position in Unum in Q2 2023 and has held it in 12 quarters since.
Ashton Thomas Private Wealth's Unum position peaked at $803K in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.