EWM
UNM icon

Evolution Wealth Management’s Unum UNM Stock Holding History

Evolution Wealth Management’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 		$17.6K Hold
241
– – 0.01% 437
2025
Q4 		$18.7K Hold
241
– – 0.02% 366
2025
Q3 		$18.7K Hold
241
– – 0.02% 307
2025
Q2 		$19.5K Buy
+241
New +$19K 0.02% 286

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

Evolution Wealth Management's UNM Position: Q1 2026 in Review

Evolution Wealth Management held its Unum (UNM) position steady in Q1 2026 at 241 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #437.

Evolution Wealth Management first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.5K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Evolution Wealth Management held 241 shares of Unum worth $17.6K as of Q1 2026.
  • Evolution Wealth Management left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #437 holding.
  • Evolution Wealth Management first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Unum position peaked at $19.5K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.