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Atomi Financial Group’s Unum UNM Stock Holding History

Atomi Financial 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 		$341K Sell
4,672
-634
-12% -$47.3K 0.01% 888
2025
Q4 		$411K Sell
5,306
-442
-8% -$33.8K 0.01% 781
2025
Q3 		$447K Sell
5,748
-595
-9% -$44.6K 0.01% 688
2025
Q2 		$512K Buy
6,343
+594
+10% +$46.9K 0.02% 583
2025
Q1 		$468K Buy
5,749
+1,224
+27% +$94.4K 0.02% 566
2024
Q4 		$330K Buy
4,525
+770
+21% +$53.1K 0.02% 672
2024
Q3 		$223K Buy
+3,755
New +$204K 0.01% 804

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

Atomi Financial Group's UNM Position: Q1 2026 in Review

Atomi Financial Group reduced its Unum (UNM) stake by 12% in Q1 2026, selling an estimated $47.3K and leaving 4,672 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #888.

Atomi Financial Group first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $512K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Atomi Financial Group held 4,672 shares of Unum worth $341K as of Q1 2026.
  • Atomi Financial Group sold 634 Unum shares in Q1 2026, an estimated $47.3K.
  • Unum made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #888 holding.
  • Atomi Financial Group first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Unum position peaked at $512K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.