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Clearstead Advisors’s Unum UNM Stock Holding History

Clearstead 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 		$237K Sell
3,249
-497
-13% -$37.1K ﹤0.01% 946
2025
Q4 		$290K Sell
3,746
-287
-7% -$21.9K ﹤0.01% 830
2025
Q3 		$314K Buy
4,033
+540
+15% +$40.5K ﹤0.01% 772
2025
Q2 		$282K Buy
3,493
+266
+8% +$21K ﹤0.01% 785
2025
Q1 		$263K Buy
3,227
+23
+0.7% +$1.77K ﹤0.01% 746
2024
Q4 		$234K Buy
3,204
+133
+4% +$9.17K ﹤0.01% 811
2024
Q3 		$183K Buy
3,071
+233
+8% +$12.7K ﹤0.01% 883
2024
Q2 		$145K Buy
2,838
+2,303
+430% +$119K ﹤0.01% 915
2024
Q1 		$28.3K Sell
535
-21
-4% -$1.02K ﹤0.01% 881
2023
Q4 		$25.1K Sell
556
-514
-48% -$23.4K ﹤0.01% 900
2023
Q3 		$52.6K Buy
1,070
+535
+100% +$26.2K ﹤0.01% 875
2023
Q2 		$25.5K Sell
535
-365
-41% -$15.9K ﹤0.01% 858
2023
Q1 		$35.6K Hold
900
– – ﹤0.01% 734
2022
Q4 		$36.9K Hold
900
– – ﹤0.01% 673
2022
Q3 		$35K Hold
900
– – ﹤0.01% 679
2022
Q2 		$31K Hold
900
– – ﹤0.01% 718
2022
Q1 		$28K Hold
900
– – ﹤0.01% 791
2021
Q4 		$22K Hold
900
– – ﹤0.01% 808
2021
Q3 		$23K Sell
900
-55
-6% -$1.46K ﹤0.01% 775
2021
Q2 		$27K Buy
+955
New +$28.1K ﹤0.01% 657
2021
Q1 		– Sell
-2,653
Closed -$61K – 1185
2020
Q4 		$61K Hold
2,653
– – 0.01% 486
2020
Q3 		$45K Buy
+2,653
New +$47.2K ﹤0.01% 484

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

Clearstead Advisors's UNM Position: Q1 2026 in Review

Clearstead Advisors reduced its Unum (UNM) stake by 13% in Q1 2026, selling an estimated $37.1K and leaving 3,249 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Clearstead Advisors first reported a position in UNM in Q3 2020 and has held it in 22 quarters since. The position peaked at $314K in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Clearstead Advisors held 3,249 shares of Unum worth $237K as of Q1 2026.
  • Clearstead Advisors sold 497 Unum shares in Q1 2026, an estimated $37.1K.
  • Unum made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #946 holding.
  • Clearstead Advisors first reported a position in Unum in Q3 2020 and has held it in 22 quarters since.
  • Clearstead Advisors's Unum position peaked at $314K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.