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CWA Asset Management Group’s Unum UNM Stock Holding History

CWA Asset Management Group’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
-84,610
Closed -$6.56M – 747
2025
Q4 		$6.56M Sell
84,610
-2,608
-3% -$199K 0.24% 91
2025
Q3 		$6.78M Buy
87,218
+7,725
+10% +$579K 0.25% 81
2025
Q2 		$6.42M Buy
79,493
+9,149
+13% +$723K 0.27% 79
2025
Q1 		$5.73M Buy
70,344
+15,124
+27% +$1.17M 0.27% 81
2024
Q4 		$4.03M Buy
55,220
+31,783
+136% +$2.19M 0.2% 101
2024
Q3 		$1.39M Buy
+23,437
New +$1.27M 0.07% 197

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

CWA Asset Management Group's UNM Position: Q1 2026 in Review

CWA Asset Management Group sold out of Unum (UNM) in Q1 2026, closing a stake of 84,610 shares — an estimated $6.56M sold.

CWA Asset Management Group first reported a position in UNM in Q3 2024 and held it in 6 quarters. The position peaked at $6.78M in Q3 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • CWA Asset Management Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • CWA Asset Management Group sold 84,610 Unum shares in Q1 2026, an estimated $6.56M.
  • CWA Asset Management Group first reported a position in Unum in Q3 2024 and held it in 6 quarters.
  • CWA Asset Management Group's Unum position peaked at $6.78M in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on CWA Asset Management Group's 13F filing for Q1 2026, filed 20 Apr 2026.