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Brown, Lisle/Cummings’s Unum UNM Stock Holding History

Brown, Lisle/Cummings’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 		$438 Buy
+6
New +$448 ﹤0.01% 994
2023
Q4 		– Sell
-250
Closed -$12.3K – 580
2023
Q3 		$12.3K Buy
+250
New +$12.2K 0.01% 383
2022
Q4 		– Sell
-5,400
Closed -$210K – 531
2022
Q3 		$210K Sell
5,400
-1,600
-23% -$58.5K 0.12% 144
2022
Q2 		$238K Sell
7,000
-1,025
-13% -$34.7K 0.13% 142
2022
Q1 		$253K Buy
8,025
+1,650
+26% +$46.1K 0.12% 153
2021
Q4 		$157K Buy
+6,375
New +$163K 0.08% 178

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Brown, Lisle/Cummings's UNM Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Unum (UNM) in Q1 2026: 6 shares worth $438. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: Brown, Lisle/Cummings previously reported a position in UNM as recently as Q3 2023.

Brown, Lisle/Cummings first reported a position in UNM in Q4 2021 and has held it in 6 quarters since. The position peaked at $253K in Q1 2022. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Brown, Lisle/Cummings held 6 shares of Unum worth $438 as of Q1 2026.
  • Unum was a new Brown, Lisle/Cummings position in Q1 2026.
  • Unum made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #994 holding.
  • Brown, Lisle/Cummings first reported a position in Unum in Q4 2021 and has held it in 6 quarters since.
  • Brown, Lisle/Cummings's Unum position peaked at $253K in Q1 2022.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.