EW
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Elyxium Wealth’s Unum UNM Stock Holding History

Elyxium Wealth’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 		$249K Buy
3,410
+78
+2% +$5.82K 0.08% 149
2025
Q4 		$258K Buy
3,332
+49
+1% +$3.75K 0.07% 153
2025
Q3 		$255K Sell
3,283
-61
-2% -$4.57K 0.09% 147
2025
Q2 		$270K Buy
3,344
+39
+1% +$3.08K 0.1% 139
2025
Q1 		$269K Buy
+3,305
New +$255K 0.12% 127

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

Elyxium Wealth's UNM Position: Q1 2026 in Review

Elyxium Wealth increased its Unum (UNM) stake by 2.3% in Q1 2026, buying an estimated $5.82K and bringing the position to 3,410 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #149.

Elyxium Wealth first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. The position peaked at $270K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Elyxium Wealth held 3,410 shares of Unum worth $249K as of Q1 2026.
  • Elyxium Wealth bought 78 Unum shares in Q1 2026, an estimated $5.82K.
  • Unum made up 0.08% of Elyxium Wealth's portfolio in Q1 2026, its #149 holding.
  • Elyxium Wealth first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • Elyxium Wealth's Unum position peaked at $270K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.