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UNM icon

Boxwood Ventures’s Unum UNM Stock Holding History

Boxwood Ventures’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 		$760K Hold
10,412
– – 0.81% 22
2025
Q4 		$807K Hold
10,412
– – 0.81% 23
2025
Q3 		$810K Hold
10,412
– – 0.9% 22
2025
Q2 		$841K Hold
10,412
– – 1.09% 22
2025
Q1 		$848K Hold
10,412
– – 1.21% 22
2024
Q4 		$760K Hold
10,412
– – 1.02% 22
2024
Q3 		$619K Hold
10,412
– – 0.96% 20
2024
Q2 		$532K Hold
10,412
– – 0.85% 22
2024
Q1 		$559K Sell
10,412
-7,423
-42% -$362K 0.98% 20
2023
Q4 		$806K Sell
17,835
-723
-4% -$32.9K 1.55% 16
2023
Q3 		$913K Buy
18,558
+5,901
+47% +$288K 1.85% 16
2023
Q2 		$604K Sell
12,657
-13,382
-51% -$584K 1.15% 21
2023
Q1 		$1.03M Buy
+26,039
New +$1.08M 2.13% 16

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

Boxwood Ventures's UNM Position: Q1 2026 in Review

Boxwood Ventures held its Unum (UNM) position steady in Q1 2026 at 10,412 shares worth $760K. The position accounts for 0.81% of the portfolio, ranked #22.

Boxwood Ventures first reported a position in UNM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Boxwood Ventures held 10,412 shares of Unum worth $760K as of Q1 2026.
  • Boxwood Ventures left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.81% of Boxwood Ventures's portfolio in Q1 2026, its #22 holding.
  • Boxwood Ventures first reported a position in Unum in Q1 2023 and has held it in 13 quarters since.
  • Boxwood Ventures's Unum position peaked at $1.03M in Q1 2023.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Boxwood Ventures's 13F filing for Q1 2026, filed 11 May 2026.