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Cynosure Group’s Unum UNM Stock Holding History

Cynosure 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
-5,912
Closed -$458K – 458
2025
Q4 		$458K Buy
+5,912
New +$452K 0.05% 249

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

Cynosure Group's UNM Position: Q1 2026 in Review

Cynosure Group sold out of Unum (UNM) in Q1 2026, closing a stake of 5,912 shares — an estimated $458K sold.

Cynosure Group first reported a position in UNM in Q4 2025 and held it in 1 quarter. The position peaked at $458K in Q4 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Cynosure Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 5,912 Unum shares in Q1 2026, an estimated $458K.
  • Cynosure Group first reported a position in Unum in Q4 2025 and held it in 1 quarter.
  • Cynosure Group's Unum position peaked at $458K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.