Claro Advisors’s Unum UNM Stock Holding History

Claro Advisors’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	$219K	Buy	+2,996	New	+$224K	0.03%	463
2019 Q1	–	Sell	-3,677	Closed	-$144K	–	889
2018 Q4	$144K	Buy	+3,677	New	+$129K	0.12%	172

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Claro Advisors's UNM Position: Q1 2026 in Review

Claro Advisors opened a new position in Unum (UNM) in Q1 2026: 2,996 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #463 among its holdings. This is a return to the name: Claro Advisors previously reported a position in UNM as recently as Q4 2018.

Claro Advisors first reported a position in UNM in Q4 2018 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Claro Advisors held 2,996 shares of Unum worth $219K as of Q1 2026.
Unum was a new Claro Advisors position in Q1 2026.
Unum made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #463 holding.
Claro Advisors first reported a position in Unum in Q4 2018 and has held it in 2 quarters since.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.