FCM
UNM icon

Fieldview Capital Management’s Unum UNM Stock Holding History

Fieldview Capital 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 		$1.16M Buy
15,825
+10,723
+210% +$800K 0.34% 78
2025
Q4 		$395K Buy
+5,102
New +$390K 0.07% 321
2025
Q1 		– Sell
-15,985
Closed -$1.17M – 597
2024
Q4 		$1.17M Buy
+15,985
New +$1.1M 0.18% 168

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

Fieldview Capital Management's UNM Position: Q1 2026 in Review

Fieldview Capital Management increased its Unum (UNM) stake by 210% in Q1 2026, buying an estimated $800K and bringing the position to 15,825 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #78.

Fieldview Capital Management first reported a position in UNM in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Fieldview Capital Management held 15,825 shares of Unum worth $1.16M as of Q1 2026.
  • Fieldview Capital Management bought 10,723 Unum shares in Q1 2026, an estimated $800K.
  • Unum made up 0.34% of Fieldview Capital Management's portfolio in Q1 2026, its #78 holding.
  • Fieldview Capital Management first reported a position in Unum in Q4 2024 and has held it in 3 quarters since.
  • Fieldview Capital Management's Unum position peaked at $1.17M in Q4 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.