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CreativeOne Wealth’s Unum UNM Stock Holding History

CreativeOne Wealth’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 		$389K Buy
+5,324
New +$397K 0.01% 883
2025
Q2 		– Sell
-2,539
Closed -$207K – 1188
2025
Q1 		$207K Buy
+2,539
New +$196K 0.01% 992

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

CreativeOne Wealth's UNM Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in Unum (UNM) in Q1 2026: 5,324 shares worth $389K. The stake represents 0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in UNM as recently as Q1 2025.

CreativeOne Wealth first reported a position in UNM in Q1 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • CreativeOne Wealth held 5,324 shares of Unum worth $389K as of Q1 2026.
  • Unum was a new CreativeOne Wealth position in Q1 2026.
  • Unum made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #883 holding.
  • CreativeOne Wealth first reported a position in Unum in Q1 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.