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DMC Group’s Unum UNM Stock Holding History

DMC 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 		$842K Buy
11,529
+196
+2% +$14.6K 0.57% 54
2025
Q4 		$878K Buy
11,333
+373
+3% +$28.5K 0.59% 52
2025
Q3 		$852K Buy
10,960
+1,006
+10% +$75.4K 0.59% 51
2025
Q2 		$804K Buy
9,954
+1,679
+20% +$133K 0.63% 50
2025
Q1 		$674K Buy
8,275
+1,170
+16% +$90.2K 0.55% 61
2024
Q4 		$519K Buy
7,105
+2,605
+58% +$180K 0.42% 77
2024
Q3 		$267K Buy
+4,500
New +$244K 0.22% 112

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

DMC Group's UNM Position: Q1 2026 in Review

DMC Group increased its Unum (UNM) stake by 1.7% in Q1 2026, buying an estimated $14.6K and bringing the position to 11,529 shares worth $842K. The position accounts for 0.57% of the portfolio, ranked #54.

DMC Group first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $878K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • DMC Group held 11,529 shares of Unum worth $842K as of Q1 2026.
  • DMC Group bought 196 Unum shares in Q1 2026, an estimated $14.6K.
  • Unum made up 0.57% of DMC Group's portfolio in Q1 2026, its #54 holding.
  • DMC Group first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
  • DMC Group's Unum position peaked at $878K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.