DT
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DV Trading’s Unum UNM Stock Holding History

DV Trading’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 		– Sell
-400
Closed -$31K – 1153
2025
Q4 		$31K Buy
+400
New +$30.6K ﹤0.01% 540

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DV Trading's UNM Position: Q1 2026 in Review

DV Trading sold out of Unum (UNM) in Q1 2026, closing a stake of 400 shares — an estimated $31K sold.

DV Trading first reported a position in UNM in Q4 2025 and held it in 1 quarter. The position peaked at $31K in Q4 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • DV Trading reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • DV Trading sold 400 Unum shares in Q1 2026, an estimated $31K.
  • DV Trading first reported a position in Unum in Q4 2025 and held it in 1 quarter.
  • DV Trading's Unum position peaked at $31K in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on DV Trading's 13F filing for Q1 2026, filed 15 May 2026.