Empowered Funds’s Unum UNM Stock Holding History

Empowered Funds’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	$1.91M	Buy	+26,139	New	+$1.95M	0.01%	1133
2025 Q3	–	Sell	-86,665	Closed	-$7M	–	1950
2025 Q2	$7M	Buy	86,665 +2,809	+3%	+$222K	0.08%	333
2025 Q1	$6.83M	Buy	+83,856	New	+$6.46M	0.1%	286
2024 Q2	–	Sell	-16,054	Closed	-$861K	–	1460
2024 Q1	$861K	Sell	16,054 -17	-0.1%	-$829	0.02%	939
2023 Q4	$727K	Buy	16,071 +3,411	+27%	+$155K	0.02%	891
2023 Q3	$623K	Buy	+12,660	New	+$619K	0.02%	837
2023 Q1	–	Sell	-21,046	Closed	-$864K	–	713
2022 Q4	$864K	Buy	+21,046	New	+$882K	0.06%	282

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

Empowered Funds's UNM Position: Q1 2026 in Review

Empowered Funds opened a new position in Unum (UNM) in Q1 2026: 26,139 shares worth $1.91M. The stake represents 0.01% of the portfolio and ranks #1133 among its holdings. This is a return to the name: Empowered Funds previously reported a position in UNM as recently as Q2 2025.

Empowered Funds first reported a position in UNM in Q4 2022 and has held it in 7 quarters since. The position peaked at $7M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Empowered Funds held 26,139 shares of Unum worth $1.91M as of Q1 2026.
Unum was a new Empowered Funds position in Q1 2026.
Unum made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1133 holding.
Empowered Funds first reported a position in Unum in Q4 2022 and has held it in 7 quarters since.
Empowered Funds's Unum position peaked at $7M in Q2 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.