Deseret Mutual Benefit Administrators’s Unum UNM Stock Holding History

Deseret Mutual Benefit Administrators’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	$46.2K	Buy	633 +237	+60%	+$17.7K	0.02%	432
2025 Q4	$30.7K	Hold	396	–	–	0.01%	402
2025 Q3	$30.8K	Hold	396	–	–	0.01%	389
2025 Q2	$32K	Hold	396	–	–	0.02%	367
2025 Q1	$32.3K	Sell	396 -97	-20%	-$7.48K	0.02%	361
2024 Q4	$36K	Hold	493	–	–	0.02%	343
2024 Q3	$29.3K	Hold	493	–	–	0.01%	369
2024 Q2	$25.2K	Hold	493	–	–	0.01%	392
2024 Q1	$26.5K	Sell	493 -111	-18%	-$5.41K	0.01%	393
2023 Q4	$27.3K	Sell	604 -166	-22%	-$7.56K	0.02%	369
2023 Q3	$37.9K	Sell	770 -70	-8%	-$3.42K	0.02%	343
2023 Q2	$40.1K	Sell	840 -195	-19%	-$8.51K	0.02%	346
2023 Q1	$40.9K	Hold	1,035	–	–	0.02%	337
2022 Q4	$42.5K	Sell	1,035 -1,173	-53%	-$49.1K	0.02%	328
2022 Q3	$86K	Sell	2,208 -818	-27%	-$29.9K	0.02%	303
2022 Q2	$103K	Hold	3,026	–	–	0.02%	319
2022 Q1	$95K	Sell	3,026 -328	-10%	-$9.16K	0.02%	363
2021 Q4	$82K	Hold	3,354	–	–	0.01%	399
2021 Q3	$84K	Sell	3,354 -1,022	-23%	-$27.1K	0.02%	386
2021 Q2	$124K	Buy	+4,376	New	+$129K	0.03%	319

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

Deseret Mutual Benefit Administrators's UNM Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Unum (UNM) stake by 60% in Q1 2026, buying an estimated $17.7K and bringing the position to 633 shares worth $46.2K. The position accounts for 0.02% of the portfolio, ranked #432.

Deseret Mutual Benefit Administrators first reported a position in UNM in Q2 2021 and has held it in 20 quarters since. The position peaked at $124K in Q2 2021. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Deseret Mutual Benefit Administrators held 633 shares of Unum worth $46.2K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 237 Unum shares in Q1 2026, an estimated $17.7K.
Unum made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #432 holding.
Deseret Mutual Benefit Administrators first reported a position in Unum in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Unum position peaked at $124K in Q2 2021.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.