FFM
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Forum Financial Management’s Unum UNM Stock Holding History

Forum Financial 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 		– Sell
-6,298
Closed -$488K – 962
2025
Q4 		$488K Hold
6,298
– – 0.01% 486
2025
Q3 		$490K Sell
6,298
-96
-2% -$7.19K 0.01% 462
2025
Q2 		$516K Buy
6,394
+98
+2% +$7.74K 0.01% 396
2025
Q1 		$513K Buy
6,296
+2
+0% +$154 0.01% 361
2024
Q4 		$460K Buy
6,294
+89
+1% +$6.14K 0.01% 408
2024
Q3 		$369K Buy
6,205
+1
+0% +$54 0.01% 434
2024
Q2 		$317K Buy
6,204
+9
+0.1% +$466 0.01% 457
2024
Q1 		$332K Hold
6,195
– – 0.01% 457
2023
Q4 		$280K Hold
6,195
– – 0.01% 480
2023
Q3 		$305K Hold
6,195
– – 0.01% 419
2023
Q2 		$296K Sell
6,195
-25
-0.4% -$1.09K 0.01% 436
2023
Q1 		$246K Buy
6,220
+72
+1% +$2.97K 0.01% 465
2022
Q4 		$252K Hold
6,148
– – 0.01% 448
2022
Q3 		$239K Hold
6,148
– – 0.01% 431
2022
Q2 		$209K Buy
+6,148
New +$208K 0.01% 510

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Forum Financial Management's UNM Position: Q1 2026 in Review

Forum Financial Management sold out of Unum (UNM) in Q1 2026, closing a stake of 6,298 shares — an estimated $488K sold.

Forum Financial Management first reported a position in UNM in Q2 2022 and held it in 15 quarters. The position peaked at $516K in Q2 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Forum Financial Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,298 Unum shares in Q1 2026, an estimated $488K.
  • Forum Financial Management first reported a position in Unum in Q2 2022 and held it in 15 quarters.
  • Forum Financial Management's Unum position peaked at $516K in Q2 2025.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.