F/M Investments’s Unum UNM Stock Holding History

F/M Investments’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	–	Sell	-3,930	Closed	-$305K	–	440
2025 Q4	$305K	Hold	3,930	–	–	0.01%	379
2025 Q3	$306K	Sell	3,930 -114	-3%	-$8.54K	0.01%	372
2025 Q2	$327K	Buy	+4,044	New	+$319K	0.01%	360

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

F/M Investments's UNM Position: Q1 2026 in Review

F/M Investments sold out of Unum (UNM) in Q1 2026, closing a stake of 3,930 shares — an estimated $305K sold.

F/M Investments first reported a position in UNM in Q2 2025 and held it in 3 quarters. The position peaked at $327K in Q2 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

F/M Investments reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 3,930 Unum shares in Q1 2026, an estimated $305K.
F/M Investments first reported a position in Unum in Q2 2025 and held it in 3 quarters.
F/M Investments's Unum position peaked at $327K in Q2 2025.
698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.