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Atria Investments’s Unum UNM Stock Holding History

Atria Investments’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 		$507K Buy
6,936
+1,418
+26% +$106K 0.01% 1439
2025
Q4 		$428K Sell
5,518
-281
-5% -$21.5K ﹤0.01% 1543
2025
Q3 		$451K Sell
5,799
-7,620
-57% -$571K 0.01% 1478
2025
Q2 		$1.08M Buy
13,419
+8,697
+184% +$687K 0.01% 988
2025
Q1 		$385K Sell
4,722
-237
-5% -$18.3K ﹤0.01% 1487
2024
Q4 		$362K Sell
4,959
-34
-0.7% -$2.34K ﹤0.01% 1490
2024
Q3 		$297K Sell
4,993
-171
-3% -$9.29K ﹤0.01% 1627
2024
Q2 		$264K Buy
+5,164
New +$267K ﹤0.01% 1663
2020
Q2 		– Sell
-12,067
Closed -$181K – 756
2020
Q1 		$181K Buy
+12,067
New +$290K 0.01% 534
2019
Q2 		– Sell
-7,673
Closed -$260K – 1086
2019
Q1 		$260K Buy
7,673
+375
+5% +$13.1K 0.01% 756
2018
Q4 		$214K Buy
+7,298
New +$255K 0.01% 790
2016
Q3 		– Sell
-6,740
Closed -$210K – 576
2016
Q2 		$210K Sell
6,740
-552
-8% -$18.7K 0.02% 439
2016
Q1 		$225K Buy
7,292
+498
+7% +$14.6K 0.03% 395
2015
Q4 		$207K Buy
6,794
+321
+5% +$11.1K 0.02% 379
2015
Q3 		$208K Buy
6,473
+325
+5% +$11.2K 0.03% 322
2015
Q2 		$220K Sell
6,148
-3,866
-39% -$135K 0.03% 363
2015
Q1 		$338K Buy
10,014
+176
+2% +$5.84K 0.04% 301
2014
Q4 		$343K Buy
9,838
+1,846
+23% +$62.3K 0.04% 310
2014
Q3 		$275K Buy
+7,992
New +$281K 0.03% 384

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

Atria Investments's UNM Position: Q1 2026 in Review

Atria Investments increased its Unum (UNM) stake by 26% in Q1 2026, buying an estimated $106K and bringing the position to 6,936 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #1439.

Atria Investments first reported a position in UNM in Q3 2014 and has held it in 19 quarters since. The position peaked at $1.08M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Atria Investments held 6,936 shares of Unum worth $507K as of Q1 2026.
  • Atria Investments bought 1,418 Unum shares in Q1 2026, an estimated $106K.
  • Unum made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1439 holding.
  • Atria Investments first reported a position in Unum in Q3 2014 and has held it in 19 quarters since.
  • Atria Investments's Unum position peaked at $1.08M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.