Auxier Asset Management’s Unum UNM Stock Holding History

Auxier Asset Management’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	$4.08M	Sell	55,814 -515	-0.9%	-$38.4K	0.59%	48
2025 Q4	$4.37M	Sell	56,329 -1,042	-2%	-$79.7K	0.61%	45
2025 Q3	$4.46M	Sell	57,371 -193	-0.3%	-$14.5K	0.63%	46
2025 Q2	$4.65M	Sell	57,564 -163	-0.3%	-$12.9K	0.68%	45
2025 Q1	$4.7M	Sell	57,727 -25	-0%	-$1.93K	0.7%	42
2024 Q4	$4.22M	Sell	57,752 -1,435	-2%	-$98.9K	0.65%	44
2024 Q3	$3.52M	Buy	59,187 +61	+0.1%	+$3.31K	0.52%	51
2024 Q2	$3.02M	Buy	59,126 +429	+0.7%	+$22.2K	0.48%	55
2024 Q1	$3.15M	Sell	58,697 -600	-1%	-$29.3K	0.48%	59
2023 Q4	$2.68M	Sell	59,297 -365	-0.6%	-$16.6K	0.43%	62
2023 Q3	$2.93M	Sell	59,662 -177	-0.3%	-$8.65K	0.5%	58
2023 Q2	$2.85M	Sell	59,839 -2,078	-3%	-$90.7K	0.47%	62
2023 Q1	$2.45M	Sell	61,917 -1,185	-2%	-$48.9K	0.42%	68
2022 Q4	$2.59M	Sell	63,102 -5,215	-8%	-$219K	0.45%	62
2022 Q3	$2.65M	Sell	68,317 -400	-0.6%	-$14.6K	0.51%	54
2022 Q2	$2.34M	Hold	68,717	–	–	0.42%	64
2022 Q1	$2.17M	Hold	68,717	–	–	0.34%	74
2021 Q4	$1.69M	Sell	68,717 -215	-0.3%	-$5.5K	0.26%	86
2021 Q3	$1.73M	Sell	68,932 -438	-0.6%	-$11.6K	0.29%	83
2021 Q2	$1.97M	Sell	69,370 -1,567	-2%	-$46.1K	0.33%	81
2021 Q1	$1.97M	Sell	70,937 -135	-0.2%	-$3.5K	0.34%	79
2020 Q4	$1.63M	Sell	71,072 -279	-0.4%	-$5.77K	0.3%	77
2020 Q3	$1.2M	Sell	71,351 -836	-1%	-$14.9K	0.25%	81
2020 Q2	$1.2M	Sell	72,187 -150	-0.2%	-$2.37K	0.26%	83
2020 Q1	$1.09M	Sell	72,337 -900	-1%	-$21.6K	0.27%	81
2019 Q4	$2.14M	Sell	73,237 -210	-0.3%	-$6.11K	0.4%	73
2019 Q3	$2.18M	Sell	73,447 -586	-0.8%	-$17.4K	0.44%	65
2019 Q2	$2.48M	Sell	74,033 -582	-0.8%	-$20.2K	0.5%	61
2019 Q1	$2.52M	Sell	74,615 -350	-0.5%	-$12.2K	0.52%	61
2018 Q4	$2.2M	Sell	74,965 -569	-0.8%	-$19.9K	0.49%	60
2018 Q3	$2.95M	Sell	75,534 -217	-0.3%	-$8.1K	0.56%	57
2018 Q2	$2.8M	Sell	75,751 -733	-1%	-$30.6K	0.56%	57
2018 Q1	$3.64M	Sell	76,484 -1,330	-2%	-$69.5K	0.73%	47
2017 Q4	$4.27M	Sell	77,814 -425	-0.5%	-$22.8K	0.82%	43
2017 Q3	$4M	Sell	78,239 -150	-0.2%	-$7.32K	0.81%	45
2017 Q2	$3.65M	Hold	78,389	–	–	0.75%	48
2017 Q1	$3.68M	Buy	78,389 +32	+0%	+$1.5K	0.77%	47
2016 Q4	$3.44M	Sell	78,357 -5,232	-6%	-$209K	0.75%	48
2016 Q3	$2.95M	Sell	83,589 -9,144	-10%	-$309K	0.66%	51
2016 Q2	$2.95M	Sell	92,733 -138	-0.1%	-$4.67K	0.67%	52
2016 Q1	$2.87M	Sell	92,871 -950	-1%	-$27.9K	0.68%	50
2015 Q4	$3.12M	Sell	93,821 -2,600	-3%	-$89.7K	0.71%	50
2015 Q3	$3.09M	Buy	96,421 +700	+0.7%	+$24.1K	0.72%	50
2015 Q2	$3.42M	Buy	95,721 +7,800	+9%	+$273K	0.71%	50
2015 Q1	$2.97M	Buy	87,921 +17,817	+25%	+$591K	0.6%	53
2014 Q4	$2.44M	Buy	70,104 +31,300	+81%	+$1.06M	0.49%	60
2014 Q3	$1.33M	Buy	38,804 +200	+0.5%	+$7.03K	0.28%	86
2014 Q2	$1.34M	Hold	38,604	–	–	0.27%	87
2014 Q1	$1.36M	Hold	38,604	–	–	0.29%	84
2013 Q4	$1.35M	Hold	38,604	–	–	0.28%	84
2013 Q3	$1.18M	Hold	38,604	–	–	0.27%	86
2013 Q2	$1.13M	Buy	+38,604	New	+$1.07M	0.27%	83

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

Auxier Asset Management's UNM Position: Q1 2026 in Review

Auxier Asset Management reduced its Unum (UNM) stake by 0.91% in Q1 2026, selling an estimated $38.4K and leaving 55,814 shares worth $4.08M. The position accounts for 0.59% of the portfolio, ranked #48.

Auxier Asset Management first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.7M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Auxier Asset Management held 55,814 shares of Unum worth $4.08M as of Q1 2026.
Auxier Asset Management sold 515 Unum shares in Q1 2026, an estimated $38.4K.
Unum made up 0.59% of Auxier Asset Management's portfolio in Q1 2026, its #48 holding.
Auxier Asset Management first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
Auxier Asset Management's Unum position peaked at $4.7M in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Auxier Asset Management's 13F filing for Q1 2026, filed 14 May 2026.