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Belpointe Asset Management’s Unum UNM Stock Holding History

Belpointe 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 		– Sell
-9,630
Closed -$746K – 1190
2025
Q4 		$746K Buy
9,630
+227
+2% +$17.4K 0.03% 538
2025
Q3 		$731K Buy
9,403
+1,312
+16% +$98.3K 0.03% 505
2025
Q2 		$653K Buy
8,091
+810
+11% +$64K 0.03% 486
2025
Q1 		$593K Sell
7,281
-1,870
-20% -$144K 0.03% 516
2024
Q4 		$508K Buy
9,151
+189
+2% +$13K 0.03% 500
2024
Q3 		$533K Sell
8,962
-564
-6% -$30.6K 0.03% 486
2024
Q2 		$487K Buy
9,526
+765
+9% +$39.6K 0.03% 467
2024
Q1 		$470K Buy
8,761
+368
+4% +$17.9K 0.04% 448
2023
Q4 		$380K Buy
8,393
+263
+3% +$12K 0.03% 450
2023
Q3 		$400K Buy
+8,130
New +$397K 0.04% 396
2023
Q2 		– Sell
-7,316
Closed -$289K – 3232
2023
Q1 		$289K Sell
7,316
-7,025
-49% -$290K 0.02% 774
2022
Q4 		$588K Sell
14,341
-9,682
-40% -$406K 0.04% 468
2022
Q3 		$932K Sell
24,023
-2,998
-11% -$110K 0.06% 313
2022
Q2 		$919K Buy
27,021
+18,829
+230% +$637K 0.06% 317
2022
Q1 		$258K Buy
+8,192
New +$229K 0.02% 798

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

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

Belpointe Asset Management sold out of Unum (UNM) in Q1 2026, closing a stake of 9,630 shares — an estimated $746K sold.

Belpointe Asset Management first reported a position in UNM in Q1 2022 and held it in 15 quarters. The position peaked at $932K in Q3 2022. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Belpointe Asset Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 9,630 Unum shares in Q1 2026, an estimated $746K.
  • Belpointe Asset Management first reported a position in Unum in Q1 2022 and held it in 15 quarters.
  • Belpointe Asset Management's Unum position peaked at $932K in Q3 2022.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.