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DecisionPoint Financial’s Unum UNM Stock Holding History

DecisionPoint Financial’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 		$220 Hold
3
– – ﹤0.01% 619
2025
Q4 		$233 Hold
3
– – ﹤0.01% 668
2025
Q3 		$235 Hold
3
– – ﹤0.01% 604
2025
Q2 		$247 Buy
+3
New +$237 ﹤0.01% 581

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

DecisionPoint Financial's UNM Position: Q1 2026 in Review

DecisionPoint Financial held its Unum (UNM) position steady in Q1 2026 at 3 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #619.

DecisionPoint Financial first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $247 in Q2 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • DecisionPoint Financial held 3 shares of Unum worth $220 as of Q1 2026.
  • DecisionPoint Financial left its Unum share count unchanged in Q1 2026.
  • Unum made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #619 holding.
  • DecisionPoint Financial first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • DecisionPoint Financial's Unum position peaked at $247 in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.