Brooks Moore & Associates’s Unum UNM Stock Holding History

Brooks Moore & Associates’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	$372K	Hold	5,098	–	–	0.19%	85
2025 Q4	$395K	Hold	5,098	–	–	0.19%	82
2025 Q3	$397K	Hold	5,098	–	–	0.2%	81
2025 Q2	$366K	Sell	5,098 -100	-2%	-$7.9K	0.2%	85
2025 Q1	$423K	Hold	5,198	–	–	0.24%	78
2024 Q4	$380K	Hold	5,198	–	–	0.22%	76
2024 Q3	$309K	Sell	5,198 -300	-5%	-$16.3K	0.18%	78
2024 Q2	$281K	Buy	5,498 +1,700	+45%	+$88K	0.18%	78
2024 Q1	$204K	Buy	+3,798	New	+$185K	0.13%	89
2022 Q1	–	Sell	-22,348	Closed	-$549K	–	99
2021 Q4	$549K	Sell	22,348 -743	-3%	-$19K	0.32%	67
2021 Q3	$579K	Hold	23,091	–	–	0.38%	62
2021 Q2	$656K	Hold	23,091	–	–	0.42%	61
2021 Q1	$643K	Hold	23,091	–	–	0.44%	56
2020 Q4	$530K	Hold	23,091	–	–	0.41%	62
2020 Q3	$389K	Hold	23,091	–	–	0.34%	64
2020 Q2	$383K	Hold	23,091	–	–	0.36%	64
2020 Q1	$347K	Sell	23,091 -200	-0.9%	-$4.81K	0.37%	71
2019 Q4	$679K	Buy	23,291 +734	+3%	+$21.3K	0.54%	57
2019 Q3	$670K	Sell	22,557 -8,125	-26%	-$241K	0.57%	58
2019 Q2	$1.03M	Buy	30,682 +50	+0.2%	+$1.73K	0.88%	46
2019 Q1	$1.04M	Sell	30,632 -3,763	-11%	-$131K	0.95%	40
2018 Q4	$1.01M	Buy	+34,395	New	+$1.2M	1.02%	37

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Brooks Moore & Associates's UNM Position: Q1 2026 in Review

Brooks Moore & Associates held its Unum (UNM) position steady in Q1 2026 at 5,098 shares worth $372K. The position accounts for 0.19% of the portfolio, ranked #85.

Brooks Moore & Associates first reported a position in UNM in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.04M in Q1 2019. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Brooks Moore & Associates held 5,098 shares of Unum worth $372K as of Q1 2026.
Brooks Moore & Associates left its Unum share count unchanged in Q1 2026.
Unum made up 0.19% of Brooks Moore & Associates's portfolio in Q1 2026, its #85 holding.
Brooks Moore & Associates first reported a position in Unum in Q4 2018 and has held it in 22 quarters since.
Brooks Moore & Associates's Unum position peaked at $1.04M in Q1 2019.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.