Envestnet Portfolio Solutions’s Unum UNM Stock Holding History

Envestnet Portfolio Solutions’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	$1.35M	Sell	18,517 -1,106	-6%	-$82.6K	0.01%	548
2025 Q4	$1.52M	Buy	19,623 +376	+2%	+$28.8K	0.01%	625
2025 Q3	$1.5M	Sell	19,247 -1,305	-6%	-$97.8K	0.01%	606
2025 Q2	$1.66M	Buy	20,552 +15,562	+312%	+$1.23M	0.01%	619
2025 Q1	$407K	Sell	4,990 -496	-9%	-$38.2K	﹤0.01%	1141
2024 Q4	$401K	Buy	5,486 +860	+19%	+$59.3K	﹤0.01%	1345
2024 Q3	$275K	Buy	4,626 +347	+8%	+$18.8K	﹤0.01%	1493
2024 Q2	$219K	Buy	+4,279	New	+$221K	﹤0.01%	1546
2024 Q1	–	Sell	-5,614	Closed	-$254K	–	1651
2023 Q4	$254K	Sell	5,614 -589	-9%	-$26.8K	﹤0.01%	1381
2023 Q3	$305K	Buy	+6,203	New	+$303K	﹤0.01%	1218

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

Envestnet Portfolio Solutions's UNM Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Unum (UNM) stake by 5.6% in Q1 2026, selling an estimated $82.6K and leaving 18,517 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #548.

Envestnet Portfolio Solutions first reported a position in UNM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.66M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Envestnet Portfolio Solutions held 18,517 shares of Unum worth $1.35M as of Q1 2026.
Envestnet Portfolio Solutions sold 1,106 Unum shares in Q1 2026, an estimated $82.6K.
Unum made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #548 holding.
Envestnet Portfolio Solutions first reported a position in Unum in Q3 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Unum position peaked at $1.66M in Q2 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.