Dorsey & Whitney Trust’s Unum UNM Stock Holding History

Dorsey & Whitney Trust’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	$448K	Hold	6,134	–	–	0.02%	464
2025 Q4	$475K	Sell	6,134 -100	-2%	-$7.65K	0.03%	443
2025 Q3	$485K	Hold	6,234	–	–	0.03%	434
2025 Q2	$503K	Sell	6,234 -792	-11%	-$62.6K	0.03%	418
2025 Q1	$572K	Buy	7,026 +54	+0.8%	+$4.16K	0.03%	382
2024 Q4	$509K	Buy	6,972 +2	+0%	+$138	0.03%	390
2024 Q3	$414K	Sell	6,970 -191	-3%	-$10.4K	0.02%	431
2024 Q2	$366K	Hold	7,161	–	–	0.03%	408
2024 Q1	$384K	Sell	7,161 -79	-1%	-$3.85K	0.03%	404
2023 Q4	$327K	Hold	7,240	–	–	0.03%	428
2023 Q3	$356K	Hold	7,240	–	–	0.03%	386
2023 Q2	$345K	Hold	7,240	–	–	0.03%	405
2023 Q1	$286K	Hold	7,240	–	–	0.03%	432
2022 Q4	$297K	Hold	7,240	–	–	0.03%	413
2022 Q3	$281K	Sell	7,240 -55	-0.8%	-$2.01K	0.03%	421
2022 Q2	$248K	Hold	7,295	–	–	0.03%	453
2022 Q1	$230K	Buy	+7,295	New	+$204K	0.02%	502
2021 Q1	–	Sell	-9,343	Closed	-$214K	–	539
2020 Q4	$214K	Buy	+9,343	New	+$193K	0.02%	429

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

Dorsey & Whitney Trust's UNM Position: Q1 2026 in Review

Dorsey & Whitney Trust held its Unum (UNM) position steady in Q1 2026 at 6,134 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #464.

Dorsey & Whitney Trust first reported a position in UNM in Q4 2020 and has held it in 18 quarters since. The position peaked at $572K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Dorsey & Whitney Trust held 6,134 shares of Unum worth $448K as of Q1 2026.
Dorsey & Whitney Trust left its Unum share count unchanged in Q1 2026.
Unum made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #464 holding.
Dorsey & Whitney Trust first reported a position in Unum in Q4 2020 and has held it in 18 quarters since.
Dorsey & Whitney Trust's Unum position peaked at $572K in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.