AP
UNM icon

Atwood & Palmer’s Unum UNM Stock Holding History

Atwood & Palmer’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 		– Sell
-400
Closed -$31K – 557
2025
Q4 		$31K Hold
400
– – ﹤0.01% 279
2025
Q3 		$31.1K Hold
400
– – ﹤0.01% 289
2025
Q2 		$32.3K Buy
400
+200
+100% +$15.8K ﹤0.01% 269
2025
Q1 		$16.3K Buy
+200
New +$15.4K ﹤0.01% 304
2021
Q4 		– Sell
-96
Closed -$2K – 465
2021
Q3 		$2K Sell
96
-250
-72% -$6.62K ﹤0.01% 420
2021
Q2 		$10K Hold
346
– – ﹤0.01% 332
2021
Q1 		$10K Buy
346
+96
+38% +$2.49K ﹤0.01% 348
2020
Q4 		$6K Hold
250
– – ﹤0.01% 339
2020
Q3 		$4K Hold
250
– – ﹤0.01% 300
2020
Q2 		$4K Hold
250
– – ﹤0.01% 293
2020
Q1 		$4K Hold
250
– – ﹤0.01% 284
2019
Q4 		$7K Hold
250
– – ﹤0.01% 261
2019
Q3 		$7K Sell
250
-535
-68% -$15.9K ﹤0.01% 265
2019
Q2 		$26K Sell
785
-130,117
-99% -$4.51M ﹤0.01% 210
2019
Q1 		$4.43M Sell
130,902
-4,224
-3% -$147K 0.63% 38
2018
Q4 		$3.97M Sell
135,126
-31,695
-19% -$1.11M 0.63% 39
2018
Q3 		$6.52M Buy
166,821
+1,796
+1% +$67K 0.85% 37
2018
Q2 		$6.1M Buy
165,025
+16,928
+11% +$706K 0.84% 37
2018
Q1 		$7.05M Buy
148,097
+15,132
+11% +$791K 1.01% 34
2017
Q4 		$7.3M Buy
132,965
+5,828
+5% +$313K 1.02% 33
2017
Q3 		$6.5M Buy
127,137
+8,372
+7% +$408K 0.94% 32
2017
Q2 		$5.54M Buy
+118,765
New +$5.46M 0.87% 32

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

Atwood & Palmer's UNM Position: Q1 2026 in Review

Atwood & Palmer sold out of Unum (UNM) in Q1 2026, closing a stake of 400 shares — an estimated $31K sold.

Atwood & Palmer first reported a position in UNM in Q2 2017 and held it in 22 quarters. The position peaked at $7.3M in Q4 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Atwood & Palmer reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Atwood & Palmer sold 400 Unum shares in Q1 2026, an estimated $31K.
  • Atwood & Palmer first reported a position in Unum in Q2 2017 and held it in 22 quarters.
  • Atwood & Palmer's Unum position peaked at $7.3M in Q4 2017.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.