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Choreo LLC’s Unum UNM Stock Holding History

Choreo LLC’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 		$559K Sell
7,658
-282
-4% -$21K 0.01% 877
2025
Q4 		$622K Buy
7,940
+241
+3% +$18.4K 0.01% 822
2025
Q3 		$599K Sell
7,699
-67
-0.9% -$5.02K 0.01% 846
2025
Q2 		$627K Buy
7,766
+1,152
+17% +$91K 0.01% 774
2025
Q1 		$539K Sell
6,614
-1,442
-18% -$111K 0.01% 791
2024
Q4 		$588K Sell
8,056
-1,929
-19% -$133K 0.01% 822
2024
Q3 		$588K Buy
9,985
+3,225
+48% +$175K 0.01% 823
2024
Q2 		$346K Buy
+6,760
New +$350K 0.01% 1006

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

Choreo LLC's UNM Position: Q1 2026 in Review

Choreo LLC reduced its Unum (UNM) stake by 3.6% in Q1 2026, selling an estimated $21K and leaving 7,658 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #877.

Choreo LLC first reported a position in UNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $627K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Choreo LLC held 7,658 shares of Unum worth $559K as of Q1 2026.
  • Choreo LLC sold 282 Unum shares in Q1 2026, an estimated $21K.
  • Unum made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #877 holding.
  • Choreo LLC first reported a position in Unum in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's Unum position peaked at $627K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.