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Aviance Capital Partners’s Unum UNM Stock Holding History

Aviance Capital Partners’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 		$2.03M Sell
27,816
-2,212
-7% -$165K 0.24% 90
2025
Q4 		$2.33M Sell
30,028
-231
-0.8% -$17.7K 0.27% 83
2025
Q3 		$2.35M Sell
30,259
-897
-3% -$67.2K 0.28% 80
2025
Q2 		$2.52M Sell
31,156
-980
-3% -$77.4K 0.33% 71
2025
Q1 		$2.62M Sell
32,136
-9,215
-22% -$710K 0.37% 63
2024
Q4 		$3.02M Buy
41,351
+3,870
+10% +$267K 0.42% 55
2024
Q3 		$2.23M Buy
37,481
+1,111
+3% +$60.3K 0.29% 82
2024
Q2 		$1.86M Sell
36,370
-1,928
-5% -$99.8K 0.26% 91
2024
Q1 		$2.06M Buy
38,298
+2,283
+6% +$111K 0.31% 81
2023
Q4 		$1.63M Sell
36,015
-1,204
-3% -$54.8K 0.35% 66
2023
Q3 		$1.83M Sell
37,219
-985
-3% -$48.2K 0.41% 58
2023
Q2 		$1.82M Buy
38,204
+287
+0.8% +$12.5K 0.39% 62
2023
Q1 		$1.5M Buy
37,917
+539
+1% +$22.3K 0.33% 81
2022
Q4 		$1.53M Buy
37,378
+2,000
+6% +$83.8K 0.36% 75
2022
Q3 		$1.37M Sell
35,378
-12,606
-26% -$461K 0.34% 85
2022
Q2 		$1.63M Buy
47,984
+1,606
+3% +$54.4K 0.36% 79
2022
Q1 		$1.46M Sell
46,378
-1,641
-3% -$45.9K 0.27% 110
2021
Q4 		$1.18M Sell
48,019
-9,205
-16% -$236K 0.2% 129
2021
Q3 		$1.43M Sell
57,224
-2,614
-4% -$69.2K 0.25% 111
2021
Q2 		$1.7M Sell
59,838
-1,052
-2% -$30.9K 0.3% 85
2021
Q1 		$1.7M Buy
60,890
+3,519
+6% +$91.3K 0.33% 79
2020
Q4 		$1.32M Sell
57,371
-10,003
-15% -$207K 0.27% 96
2020
Q3 		$1.13M Sell
67,374
-741
-1% -$13.2K 0.26% 102
2020
Q2 		$1.13M Sell
68,115
-9,593
-12% -$151K 0.28% 91
2020
Q1 		$1.17M Buy
77,708
+39,786
+105% +$957K 0.37% 69
2019
Q4 		$1.11M Sell
37,922
-2,289
-6% -$66.6K 0.28% 102
2019
Q3 		$1.2M Buy
40,211
+1,618
+4% +$48K 0.35% 90
2019
Q2 		$1.29M Buy
38,593
+2,672
+7% +$92.5K 0.36% 88
2019
Q1 		$1.22M Buy
35,921
+10,933
+44% +$381K 0.35% 82
2018
Q4 		$734K Buy
+24,988
New +$875K 0.26% 112

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

Aviance Capital Partners's UNM Position: Q1 2026 in Review

Aviance Capital Partners reduced its Unum (UNM) stake by 7.4% in Q1 2026, selling an estimated $165K and leaving 27,816 shares worth $2.03M. The position accounts for 0.24% of the portfolio, ranked #90.

Aviance Capital Partners first reported a position in UNM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.02M in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Aviance Capital Partners held 27,816 shares of Unum worth $2.03M as of Q1 2026.
  • Aviance Capital Partners sold 2,212 Unum shares in Q1 2026, an estimated $165K.
  • Unum made up 0.24% of Aviance Capital Partners's portfolio in Q1 2026, its #90 holding.
  • Aviance Capital Partners first reported a position in Unum in Q4 2018 and has held it in 30 quarters since.
  • Aviance Capital Partners's Unum position peaked at $3.02M in Q4 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.