Cerity Partners
UNM icon

Cerity Partners’s Unum UNM Stock Holding History

Cerity Partners’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 		$6.71M Sell
91,898
-12,383
-12% -$924K 0.01% 881
2025
Q4 		$8.08M Sell
104,281
-14,188
-12% -$1.09M 0.01% 733
2025
Q3 		$9.21M Buy
118,469
+38,897
+49% +$2.91M 0.01% 611
2025
Q2 		$6.43M Sell
79,572
-6,776
-8% -$535K 0.01% 704
2025
Q1 		$7.03M Buy
86,348
+7,462
+9% +$575K 0.01% 613
2024
Q4 		$5.46M Buy
78,886
+7,219
+10% +$498K 0.01% 676
2024
Q3 		$4.26M Buy
71,667
+26,010
+57% +$1.41M 0.01% 766
2024
Q2 		$2.33M Sell
45,657
-3,150
-6% -$163K 0.01% 849
2024
Q1 		$2.62M Buy
48,807
+26,883
+123% +$1.31M 0.01% 872
2023
Q4 		$991K Buy
21,924
+6,338
+41% +$289K ﹤0.01% 986
2023
Q3 		$767K Sell
15,586
-12,363
-44% -$604K ﹤0.01% 826
2023
Q2 		$1.33M Buy
27,949
+17,607
+170% +$768K 0.01% 836
2023
Q1 		$410K Sell
10,342
-2,628
-20% -$109K ﹤0.01% 1396
2022
Q4 		$532K Buy
12,970
+1,274
+11% +$53.4K ﹤0.01% 920
2022
Q3 		$453K Sell
11,696
-598
-5% -$21.9K 0.01% 747
2022
Q2 		$418K Buy
12,294
+3,935
+47% +$133K ﹤0.01% 805
2022
Q1 		$263K Buy
+8,359
New +$234K ﹤0.01% 774

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

Cerity Partners's UNM Position: Q1 2026 in Review

Cerity Partners reduced its Unum (UNM) stake by 12% in Q1 2026, selling an estimated $924K and leaving 91,898 shares worth $6.71M. The position accounts for 0.01% of the portfolio, ranked #881.

Cerity Partners first reported a position in UNM in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.21M in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Cerity Partners held 91,898 shares of Unum worth $6.71M as of Q1 2026.
  • Cerity Partners sold 12,383 Unum shares in Q1 2026, an estimated $924K.
  • Unum made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #881 holding.
  • Cerity Partners first reported a position in Unum in Q1 2022 and has held it in 17 quarters since.
  • Cerity Partners's Unum position peaked at $9.21M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.