BC
UNM icon

Barrett & Company’s Unum UNM Stock Holding History

Barrett & Company’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 		$28.9K Hold
396
– – 0.01% 349
2025
Q4 		$30.7K Hold
396
– – 0.01% 348
2025
Q3 		$30.8K Hold
396
– – 0.01% 350
2025
Q2 		$32K Hold
396
– – 0.01% 355
2025
Q1 		$32.3K Hold
396
– – 0.01% 323
2024
Q4 		$28.9K Buy
396
+297
+300% +$20.5K 0.01% 339
2024
Q3 		$5.88K Hold
99
– – ﹤0.01% 469
2024
Q2 		$5.06K Hold
99
– – ﹤0.01% 485
2024
Q1 		$5.31K Hold
99
– – ﹤0.01% 485
2023
Q4 		$4.48K Buy
+99
New +$4.51K ﹤0.01% 481

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

Barrett & Company's UNM Position: Q1 2026 in Review

Barrett & Company held its Unum (UNM) position steady in Q1 2026 at 396 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #349.

Barrett & Company first reported a position in UNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.3K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Barrett & Company held 396 shares of Unum worth $28.9K as of Q1 2026.
  • Barrett & Company left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #349 holding.
  • Barrett & Company first reported a position in Unum in Q4 2023 and has held it in 10 quarters since.
  • Barrett & Company's Unum position peaked at $32.3K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.