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Bogart Wealth LLC’s Unum UNM Stock Holding History

Bogart Wealth LLC’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 		$1.75K Buy
24
+10
+71% +$746 ﹤0.01% 1307
2025
Q4 		$1.08K Buy
+14
New +$1.07K ﹤0.01% 1305
2025
Q3 		– Sell
-6
Closed -$485 – 1592
2025
Q2 		$485 Buy
+6
New +$474 ﹤0.01% 1359

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

Bogart Wealth LLC's UNM Position: Q1 2026 in Review

Bogart Wealth LLC increased its Unum (UNM) stake by 71% in Q1 2026, buying an estimated $746 and bringing the position to 24 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Bogart Wealth LLC first reported a position in UNM in Q2 2025 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Bogart Wealth LLC held 24 shares of Unum worth $1.75K as of Q1 2026.
  • Bogart Wealth LLC bought 10 Unum shares in Q1 2026, an estimated $746.
  • Unum made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1307 holding.
  • Bogart Wealth LLC first reported a position in Unum in Q2 2025 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.