Cetera Investment Advisers
UNM icon

Cetera Investment Advisers’s Unum UNM Stock Holding History

Cetera Investment Advisers’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 		$4.35M Buy
59,540
+883
+2% +$65.9K ﹤0.01% 1604
2025
Q4 		$4.55M Sell
58,657
-4,729
-7% -$362K 0.01% 1519
2025
Q3 		$4.93M Sell
63,386
-8,575
-12% -$643K 0.01% 1415
2025
Q2 		$5.81M Buy
71,961
+9,466
+15% +$748K 0.01% 1094
2025
Q1 		$5.09M Buy
62,495
+25,528
+69% +$1.97M 0.01% 1103
2024
Q4 		$2.7M Buy
36,967
+2,105
+6% +$145K 0.01% 1429
2024
Q3 		$2.07M Sell
34,862
-1,270
-4% -$69K ﹤0.01% 1604
2024
Q2 		$1.85M Buy
36,132
+3,143
+10% +$163K ﹤0.01% 1632
2024
Q1 		$1.77M Buy
32,989
+8,359
+34% +$408K ﹤0.01% 1639
2023
Q4 		$1.11M Sell
24,630
-5,281
-18% -$241K 0.01% 1054
2023
Q3 		$1.47M Buy
29,911
+5,055
+20% +$247K 0.01% 879
2023
Q2 		$1.19M Buy
24,856
+7,102
+40% +$310K 0.01% 988
2023
Q1 		$702K Buy
17,754
+2,289
+15% +$94.5K 0.01% 1225
2022
Q4 		$635K Buy
15,465
+6,744
+77% +$283K 0.01% 1243
2022
Q3 		$338K Buy
8,721
+212
+2% +$7.75K 0.01% 1201
2022
Q2 		$289K Buy
+8,509
New +$288K ﹤0.01% 1440

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

Cetera Investment Advisers's UNM Position: Q1 2026 in Review

Cetera Investment Advisers increased its Unum (UNM) stake by 1.5% in Q1 2026, buying an estimated $65.9K and bringing the position to 59,540 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Cetera Investment Advisers first reported a position in UNM in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.81M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Cetera Investment Advisers held 59,540 shares of Unum worth $4.35M as of Q1 2026.
  • Cetera Investment Advisers bought 883 Unum shares in Q1 2026, an estimated $65.9K.
  • Unum made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1604 holding.
  • Cetera Investment Advisers first reported a position in Unum in Q2 2022 and has held it in 16 quarters since.
  • Cetera Investment Advisers's Unum position peaked at $5.81M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.