Clearstead Trust’s Unum UNM Stock Holding History

Clearstead Trust’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	–	Sell	-92	Closed	-$7.13K	–	1042
2025 Q4	$7.13K	Sell	92 -12	-12%	-$918	﹤0.01%	673
2025 Q3	$8.09K	Sell	104 -14	-12%	-$1.05K	﹤0.01%	640
2025 Q2	$9.53K	Buy	118 +2	+2%	+$158	﹤0.01%	603
2025 Q1	$9.45K	Buy	+116	New	+$8.94K	﹤0.01%	481

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Clearstead Trust's UNM Position: Q1 2026 in Review

Clearstead Trust sold out of Unum (UNM) in Q1 2026, closing a stake of 92 shares — an estimated $7.13K sold.

Clearstead Trust first reported a position in UNM in Q1 2025 and held it in 4 quarters. The position peaked at $9.53K in Q2 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Clearstead Trust reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Clearstead Trust sold 92 Unum shares in Q1 2026, an estimated $7.13K.
Clearstead Trust first reported a position in Unum in Q1 2025 and held it in 4 quarters.
Clearstead Trust's Unum position peaked at $9.53K in Q2 2025.
698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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