Focus Partners Wealth
UNM icon

Focus Partners Wealth’s Unum UNM Stock Holding History

Focus Partners Wealth’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 		$3.32M Sell
45,144
-668
-1% -$49.9K ﹤0.01% 1091
2025
Q4 		$3.55M Buy
45,812
+31,254
+215% +$2.39M ﹤0.01% 1088
2025
Q3 		$1.13M Buy
14,558
+5,715
+65% +$428K ﹤0.01% 1238
2025
Q2 		$714K Buy
8,843
+3,613
+69% +$285K ﹤0.01% 1280
2025
Q1 		$426K Buy
5,230
+58
+1% +$4.47K ﹤0.01% 1414
2024
Q4 		$378K Buy
5,172
+1,118
+28% +$77.1K ﹤0.01% 1449
2024
Q3 		$241K Buy
+4,054
New +$220K ﹤0.01% 1389

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

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

Focus Partners Wealth reduced its Unum (UNM) stake by 1.5% in Q1 2026, selling an estimated $49.9K and leaving 45,144 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Focus Partners Wealth first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.55M in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Focus Partners Wealth held 45,144 shares of Unum worth $3.32M as of Q1 2026.
  • Focus Partners Wealth sold 668 Unum shares in Q1 2026, an estimated $49.9K.
  • Unum made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1091 holding.
  • Focus Partners Wealth first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Unum position peaked at $3.55M in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.