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EP Wealth Advisors’s Unum UNM Stock Holding History

EP Wealth Advisors’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 		$368K Sell
5,044
-5,168
-51% -$386K ﹤0.01% 1054
2025
Q4 		$791K Buy
+10,212
New +$781K ﹤0.01% 689
2025
Q2 		$312K Buy
3,865
+365
+10% +$28.8K ﹤0.01% 994
2025
Q1 		$285K Sell
3,500
-484
-12% -$37.3K ﹤0.01% 933
2024
Q4 		$291K Hold
3,984
– – ﹤0.01% 884
2024
Q3 		$237K Buy
+3,984
New +$216K ﹤0.01% 963

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

EP Wealth Advisors's UNM Position: Q1 2026 in Review

EP Wealth Advisors reduced its Unum (UNM) stake by 51% in Q1 2026, selling an estimated $386K and leaving 5,044 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

EP Wealth Advisors first reported a position in UNM in Q3 2024 and has held it in 6 quarters since. The position peaked at $791K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • EP Wealth Advisors held 5,044 shares of Unum worth $368K as of Q1 2026.
  • EP Wealth Advisors sold 5,168 Unum shares in Q1 2026, an estimated $386K.
  • Unum made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1054 holding.
  • EP Wealth Advisors first reported a position in Unum in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Unum position peaked at $791K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.