BTG Pactual Asset Management US’s Unum UNM Stock Holding History

BTG Pactual Asset Management US’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	-2,732	Closed	-$212K	–	403
2025 Q4	$212K	Buy	+2,732	New	+$209K	0.02%	215

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

BTG Pactual Asset Management US's UNM Position: Q1 2026 in Review

BTG Pactual Asset Management US sold out of Unum (UNM) in Q1 2026, closing a stake of 2,732 shares — an estimated $212K sold.

BTG Pactual Asset Management US first reported a position in UNM in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

BTG Pactual Asset Management US reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
BTG Pactual Asset Management US sold 2,732 Unum shares in Q1 2026, an estimated $212K.
BTG Pactual Asset Management US first reported a position in Unum in Q4 2025 and held it in 1 quarter.
BTG Pactual Asset Management US's Unum position peaked at $212K in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.