Denali Advisors’s Unum UNM Stock Holding History

Denali Advisors’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	$374K	Hold	5,120	–	–	0.04%	261
2025 Q4	$397K	Buy	+5,120	New	+$392K	0.04%	266
2022 Q2	–	Sell	-30	Closed	-$1K	–	419
2022 Q1	$1K	Buy	+30	New	+$838	﹤0.01%	371
2021 Q2	–	Sell	-78	Closed	-$2K	–	369
2021 Q1	$2K	Hold	78	–	–	﹤0.01%	344
2020 Q4	$2K	Sell	78 -31,422	-100%	-$650K	﹤0.01%	365
2020 Q3	$530K	Sell	31,500 -18,400	-37%	-$327K	0.11%	193
2020 Q2	$828K	Hold	49,900	–	–	0.16%	157
2020 Q1	$749K	Buy	49,900 +23,200	+87%	+$558K	0.16%	130
2019 Q4	$779K	Buy	+26,700	New	+$777K	0.11%	161
2018 Q1	–	Sell	-34,500	Closed	-$1.89M	–	296
2017 Q4	$1.89M	Buy	+34,500	New	+$1.85M	0.29%	72
2016 Q4	–	Sell	-7,000	Closed	-$247K	–	311
2016 Q3	$247K	Sell	7,000 -33,800	-83%	-$1.14M	0.04%	125
2016 Q2	$1.3M	Sell	40,800 -2,800	-6%	-$94.7K	0.22%	88
2016 Q1	$1.35M	Hold	43,600	–	–	0.29%	86
2015 Q4	$1.45M	Buy	+43,600	New	+$1.5M	0.32%	76

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Denali Advisors's UNM Position: Q1 2026 in Review

Denali Advisors held its Unum (UNM) position steady in Q1 2026 at 5,120 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #261.

Denali Advisors first reported a position in UNM in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.89M in Q4 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Denali Advisors held 5,120 shares of Unum worth $374K as of Q1 2026.
Denali Advisors left its Unum share count unchanged in Q1 2026.
Unum made up 0.04% of Denali Advisors's portfolio in Q1 2026, its #261 holding.
Denali Advisors first reported a position in Unum in Q4 2015 and has held it in 14 quarters since.
Denali Advisors's Unum position peaked at $1.89M in Q4 2017.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.