Baird Financial Group’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $529K | Hold |
7,241
| – | – | ﹤0.01% | 1459 |
|
|
2025
Q4 | $561K | Buy |
7,241
+45
| +0.6% | +$3.44K | ﹤0.01% | 1437 |
|
|
2025
Q3 | $560K | Sell |
7,196
-743
| -9% | -$55.7K | ﹤0.01% | 1430 |
|
|
2025
Q2 | $641K | Buy |
7,939
+1,666
| +27% | +$132K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $511K | Sell |
6,273
-896
| -12% | -$69.1K | ﹤0.01% | 1390 |
|
|
2024
Q4 | $524K | Buy |
7,169
+3,506
| +96% | +$242K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $218K | Sell |
3,663
-4,456
| -55% | -$242K | ﹤0.01% | 1644 |
|
|
2024
Q2 | $415K | Hold |
8,119
| – | – | ﹤0.01% | 1453 |
|
|
2024
Q1 | $436K | Sell |
8,119
-1,067
| -12% | -$52K | ﹤0.01% | 1442 |
|
|
2023
Q4 | $415K | Sell |
9,186
-3,063
| -25% | -$140K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $603K | Buy |
12,249
+1,303
| +12% | +$63.7K | ﹤0.01% | 1269 |
|
|
2023
Q2 | $522K | Buy |
10,946
+288
| +3% | +$12.6K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $422K | Sell |
10,658
-279
| -3% | -$11.5K | ﹤0.01% | 1376 |
|
|
2022
Q4 | $448K | Buy |
10,937
+61
| +0.6% | +$2.56K | ﹤0.01% | 1329 |
|
|
2022
Q3 | $422K | Buy |
10,876
+656
| +6% | +$24K | ﹤0.01% | 1348 |
|
|
2022
Q2 | $348K | Buy |
10,220
+270
| +3% | +$9.14K | ﹤0.01% | 1488 |
|
|
2022
Q1 | $313K | Sell |
9,950
-149
| -1% | -$4.16K | ﹤0.01% | 1603 |
|
|
2021
Q4 | $248K | Buy |
+10,099
| New | +$259K | ﹤0.01% | 1748 |
|
|
2019
Q4 | – | Sell |
-6,853
| Closed | -$203K | – | 1556 |
|
|
2019
Q3 | $203K | Buy |
6,853
+180
| +3% | +$5.34K | ﹤0.01% | 1442 |
|
|
2019
Q2 | $225K | Buy |
6,673
+26
| +0.4% | +$901 | ﹤0.01% | 1435 |
|
|
2019
Q1 | $225K | Sell |
6,647
-254
| -4% | -$8.84K | ﹤0.01% | 1222 |
|
|
2018
Q4 | $203K | Sell |
6,901
-251
| -4% | -$8.79K | ﹤0.01% | 1214 |
|
|
2018
Q3 | $281K | Buy |
7,152
+205
| +3% | +$7.65K | ﹤0.01% | 1196 |
|
|
2018
Q2 | $257K | Hold |
6,947
| – | – | ﹤0.01% | 1180 |
|
|
2018
Q1 | $331K | Buy |
6,947
+906
| +15% | +$47.3K | ﹤0.01% | 1108 |
|
|
2017
Q4 | $332K | Hold |
6,041
| – | – | ﹤0.01% | 1113 |
|
|
2017
Q3 | $309K | Hold |
6,041
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q2 | $282K | Hold |
6,041
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q1 | $283K | Hold |
6,041
| – | – | ﹤0.01% | 1084 |
|
|
2016
Q4 | $265K | Sell |
6,041
-4
| -0.1% | -$160 | ﹤0.01% | 1076 |
|
|
2016
Q3 | $213K | Sell |
6,045
-100
| -2% | -$3.38K | ﹤0.01% | 1132 |
|
|
2016
Q2 | $200K | Buy |
+6,145
| New | +$208K | ﹤0.01% | 1140 |
|
Other funds holding UNM
VPM
VCM
Baird Financial Group's UNM Position: Q1 2026 in Review
Baird Financial Group held its Unum (UNM) position steady in Q1 2026 at 7,241 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.
Baird Financial Group first reported a position in UNM in Q2 2016 and has held it in 32 quarters since. The position peaked at $641K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Baird Financial Group held 7,241 shares of Unum worth $529K as of Q1 2026.
- Baird Financial Group left its Unum share count unchanged in Q1 2026.
- Unum made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1459 holding.
- Baird Financial Group first reported a position in Unum in Q2 2016 and has held it in 32 quarters since.
- Baird Financial Group's Unum position peaked at $641K in Q2 2025.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.