CCWM
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Cassaday & Co Wealth Management’s Unum UNM Stock Holding History

Cassaday & Co Wealth 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 		$69.6K Buy
+953
New +$71.1K ﹤0.01% 538

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cassaday & Co Wealth Management's UNM Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Unum (UNM) in Q1 2026: 953 shares worth $69.6K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings.

692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Cassaday & Co Wealth Management held 953 shares of Unum worth $69.6K as of Q1 2026.
  • Unum was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Unum made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #538 holding.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.