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FAS Wealth Partners’s Unum UNM Stock Holding History

FAS Wealth Partners’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 		$815K Buy
11,155
+70
+0.6% +$5.22K 0.05% 188
2025
Q4 		$859K Buy
11,085
+66
+0.6% +$5.05K 0.06% 174
2025
Q3 		$857K Buy
11,019
+71
+0.6% +$5.32K 0.06% 178
2025
Q2 		$884K Buy
10,948
+57
+0.5% +$4.5K 0.07% 170
2025
Q1 		$887K Buy
10,891
+60
+0.6% +$4.63K 0.07% 160
2024
Q4 		$791K Buy
10,831
+62
+0.6% +$4.27K 0.07% 167
2024
Q3 		$640K Buy
10,769
+81
+0.8% +$4.4K 0.05% 186
2024
Q2 		$546K Sell
10,688
-696
-6% -$36K 0.05% 196
2024
Q1 		$611K Buy
11,384
+78
+0.7% +$3.8K 0.05% 183
2023
Q4 		$511K Buy
11,306
+90
+0.8% +$4.1K 0.05% 194
2023
Q3 		$552K Buy
11,216
+78
+0.7% +$3.81K 0.06% 179
2023
Q2 		$531K Buy
11,138
+73
+0.7% +$3.19K 0.07% 170
2023
Q1 		$438K Buy
11,065
+79
+0.7% +$3.26K 0.05% 206
2022
Q4 		$451K Buy
10,986
+90
+0.8% +$3.77K 0.05% 207
2022
Q3 		$423K Buy
10,896
+84
+0.8% +$3.07K 0.05% 195
2022
Q2 		$368K Buy
10,812
+86
+0.8% +$2.91K 0.04% 212
2022
Q1 		$338K Sell
10,726
-892
-8% -$24.9K 0.03% 221
2021
Q4 		$285K Buy
11,618
+127
+1% +$3.25K 0.03% 250
2021
Q3 		$288K Buy
11,491
+122
+1% +$3.23K 0.03% 236
2021
Q2 		$323K Buy
11,369
+99
+0.9% +$2.91K 0.03% 226
2021
Q1 		$314K Buy
11,270
+111
+1% +$2.88K 0.03% 212
2020
Q4 		$256K Buy
11,159
+502
+5% +$10.4K 0.03% 226
2020
Q3 		$179K Buy
10,657
+154
+1% +$2.74K 0.02% 232
2020
Q2 		$174K Sell
10,503
-11,819
-53% -$187K 0.03% 222
2020
Q1 		$335K Buy
+22,322
New +$537K 0.06% 160

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

FAS Wealth Partners's UNM Position: Q1 2026 in Review

FAS Wealth Partners increased its Unum (UNM) stake by 0.63% in Q1 2026, buying an estimated $5.22K and bringing the position to 11,155 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #188.

FAS Wealth Partners first reported a position in UNM in Q1 2020 and has held it in 25 quarters since. The position peaked at $887K in Q1 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • FAS Wealth Partners held 11,155 shares of Unum worth $815K as of Q1 2026.
  • FAS Wealth Partners bought 70 Unum shares in Q1 2026, an estimated $5.22K.
  • Unum made up 0.05% of FAS Wealth Partners's portfolio in Q1 2026, its #188 holding.
  • FAS Wealth Partners first reported a position in Unum in Q1 2020 and has held it in 25 quarters since.
  • FAS Wealth Partners's Unum position peaked at $887K in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.