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Cherry Tree Wealth Management’s Unum UNM Stock Holding History

Cherry Tree 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 		$13.1K Hold
179
– – ﹤0.01% 384
2025
Q4 		$13.9K Hold
179
– – ﹤0.01% 388
2025
Q3 		$13.9K Hold
179
– – ﹤0.01% 375
2025
Q2 		$14.5K Hold
179
– – ﹤0.01% 367
2025
Q1 		$14.6K Hold
179
– – ﹤0.01% 381
2024
Q4 		$13.1K Sell
179
-53
-23% -$3.65K ﹤0.01% 382
2024
Q3 		$13.8K Sell
232
-52
-18% -$2.82K ﹤0.01% 381
2024
Q2 		$14.5K Hold
284
– – ﹤0.01% 360
2024
Q1 		$15.2K Hold
284
– – ﹤0.01% 342
2023
Q4 		$12.8K Hold
284
– – ﹤0.01% 337
2023
Q3 		$14K Sell
284
-61
-18% -$2.98K ﹤0.01% 312
2023
Q2 		$16.5K Buy
+345
New +$15.1K ﹤0.01% 303

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cherry Tree Wealth Management's UNM Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Unum (UNM) position steady in Q1 2026 at 179 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Cherry Tree Wealth Management first reported a position in UNM in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.5K in Q2 2023. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Cherry Tree Wealth Management held 179 shares of Unum worth $13.1K as of Q1 2026.
  • Cherry Tree Wealth Management left its Unum share count unchanged in Q1 2026.
  • Unum made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #384 holding.
  • Cherry Tree Wealth Management first reported a position in Unum in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Unum position peaked at $16.5K in Q2 2023.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.