Campion Asset Management’s Unum UNM Stock Holding History

Campion Asset Management’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	$549K	Sell	7,516 -13	-0.2%	-$970	0.37%	42
2025 Q4	$583K	Sell	7,529 -76	-1%	-$5.81K	0.41%	35
2025 Q3	$592K	Sell	7,605 -195	-3%	-$14.6K	0.42%	37
2025 Q2	$630K	Hold	7,800	–	–	0.47%	36
2025 Q1	$635K	Sell	7,800 -500	-6%	-$38.5K	0.49%	37
2024 Q4	$606K	Sell	8,300 -100	-1%	-$6.89K	0.46%	38
2024 Q3	$499K	Sell	8,400 -520	-6%	-$28.2K	0.37%	52
2024 Q2	$456K	Hold	8,920	–	–	0.36%	57
2024 Q1	$479K	Hold	8,920	–	–	0.37%	56
2023 Q4	$403K	Sell	8,920 -550	-6%	-$25.1K	0.34%	60
2023 Q3	$466K	Hold	9,470	–	–	0.43%	52
2023 Q2	$452K	Buy	9,470 +415	+5%	+$18.1K	0.4%	55
2023 Q1	$358K	Buy	9,055 +300	+3%	+$12.4K	0.34%	63
2022 Q4	$359K	Buy	8,755 +530	+6%	+$22.2K	0.35%	65
2022 Q3	$319K	Buy	8,225 +1,565	+23%	+$57.2K	0.34%	66
2022 Q2	$227K	Buy	+6,660	New	+$225K	0.22%	83

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

Campion Asset Management's UNM Position: Q1 2026 in Review

Campion Asset Management reduced its Unum (UNM) stake by 0.17% in Q1 2026, selling an estimated $970 and leaving 7,516 shares worth $549K. The position accounts for 0.37% of the portfolio, ranked #42.

Campion Asset Management first reported a position in UNM in Q2 2022 and has held it in 16 quarters since. The position peaked at $635K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Campion Asset Management held 7,516 shares of Unum worth $549K as of Q1 2026.
Campion Asset Management sold 13 Unum shares in Q1 2026, an estimated $970.
Unum made up 0.37% of Campion Asset Management's portfolio in Q1 2026, its #42 holding.
Campion Asset Management first reported a position in Unum in Q2 2022 and has held it in 16 quarters since.
Campion Asset Management's Unum position peaked at $635K in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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