CG
UNM icon

Curat Global’s Unum UNM Stock Holding History

Curat Global’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 		$160K Hold
2,195
– – 0.16% 100
2025
Q4 		$170K Hold
2,195
– – 0.19% 98
2025
Q3 		$171K Hold
2,195
– – 0.16% 102
2025
Q2 		$177K Hold
2,195
– – 0.17% 107
2025
Q1 		$179K Buy
+2,195
New +$169K 0.22% 103

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

Curat Global's UNM Position: Q1 2026 in Review

Curat Global held its Unum (UNM) position steady in Q1 2026 at 2,195 shares worth $160K. The position accounts for 0.16% of the portfolio, ranked #100.

Curat Global first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. The position peaked at $179K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Curat Global held 2,195 shares of Unum worth $160K as of Q1 2026.
  • Curat Global left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.16% of Curat Global's portfolio in Q1 2026, its #100 holding.
  • Curat Global first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • Curat Global's Unum position peaked at $179K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.