Carson Wealth (CWM LLC)’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36M | Sell |
18,674
-11,583
| -38% | -$865K | ﹤0.01% | 1378 |
|
|
2025
Q4 | $2.35M | Sell |
30,257
-12,621
| -29% | -$965K | 0.01% | 1083 |
|
|
2025
Q3 | $3.33M | Buy |
42,878
+28,436
| +197% | +$2.13M | 0.01% | 883 |
|
|
2025
Q2 | $1.17M | Buy |
14,442
+233
| +2% | +$18.4K | ﹤0.01% | 1173 |
|
|
2025
Q1 | $1.16M | Buy |
14,209
+199
| +1% | +$15.3K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $1.02M | Sell |
14,010
-286
| -2% | -$19.7K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $850K | Buy |
14,296
+3,991
| +39% | +$217K | ﹤0.01% | 1126 |
|
|
2024
Q2 | $527K | Buy |
10,305
+2,605
| +34% | +$135K | ﹤0.01% | 1175 |
|
|
2024
Q1 | $413K | Buy |
7,700
+3,059
| +66% | +$149K | ﹤0.01% | 1203 |
|
|
2023
Q4 | $210K | Buy |
4,641
+49
| +1% | +$2.23K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $226K | Buy |
4,592
+1,814
| +65% | +$88.7K | ﹤0.01% | 1263 |
|
|
2023
Q2 | $133K | Sell |
2,778
-1,590
| -36% | -$69.4K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $173K | Buy |
4,368
+191
| +5% | +$7.89K | ﹤0.01% | 1260 |
|
|
2022
Q4 | $171K | Sell |
4,177
-22
| -0.5% | -$922 | ﹤0.01% | 1154 |
|
|
2022
Q3 | $163K | Buy |
4,199
+365
| +10% | +$13.3K | ﹤0.01% | 1131 |
|
|
2022
Q2 | $130K | Sell |
3,834
-2,058
| -35% | -$69.7K | ﹤0.01% | 1210 |
|
|
2022
Q1 | $186K | Buy |
5,892
+4,285
| +267% | +$120K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $39K | Buy |
+1,607
| New | +$41.1K | ﹤0.01% | 1683 |
|
|
2021
Q2 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1592 |
|
|
2021
Q1 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q4 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q3 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q2 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q1 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q4 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q3 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q2 | $32K | Hold |
1,142
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q1 | $32K | Buy |
1,142
+704
| +161% | +$24.5K | ﹤0.01% | 1590 |
|
|
2018
Q4 | $13K | Buy |
438
+380
| +655% | +$13.3K | ﹤0.01% | 1258 |
|
|
2018
Q3 | $2K | Sell |
58
-20
| -26% | -$746 | ﹤0.01% | 1574 |
|
|
2018
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 1317 |
|
|
2018
Q1 | $4K | Buy |
+78
| New | +$4.08K | ﹤0.01% | 1069 |
|
|
2017
Q1 | – | Sell |
-403
| Closed | -$18K | – | 1324 |
|
|
2016
Q4 | $18K | Buy |
+403
| New | +$16.1K | ﹤0.01% | 609 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$13K | – | 756 |
|
|
2015
Q3 | $13K | Buy |
+400
| New | +$13.8K | ﹤0.01% | 422 |
|
Other funds holding UNM
VPM
VCM
Carson Wealth (CWM LLC)'s UNM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Unum (UNM) stake by 38% in Q1 2026, selling an estimated $865K and leaving 18,674 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1378.
Carson Wealth (CWM LLC) first reported a position in UNM in Q3 2015 and has held it in 34 quarters since. The position peaked at $3.33M in Q3 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Carson Wealth (CWM LLC) held 18,674 shares of Unum worth $1.36M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 11,583 Unum shares in Q1 2026, an estimated $865K.
- Unum made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1378 holding.
- Carson Wealth (CWM LLC) first reported a position in Unum in Q3 2015 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Unum position peaked at $3.33M in Q3 2025.
- 697 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.