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Forvis Mazars Wealth Advisors’s Unum UNM Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.92M Sell
26,252
-950
-3% -$70.9K 0.04% 160
2025
Q4 		$2.11M Sell
27,202
-2,475
-8% -$189K 0.04% 155
2025
Q3 		$2.31M Sell
29,677
-908
-3% -$68K 0.05% 145
2025
Q2 		$2.47M Sell
30,585
-37
-0.1% -$2.92K 0.05% 140
2025
Q1 		$2.49M Buy
30,622
+485
+2% +$37.4K 0.06% 133
2024
Q4 		$2.2M Sell
30,137
-716
-2% -$49.4K 0.05% 155
2024
Q3 		$1.83M Sell
30,853
-19
-0.1% -$1.03K 0.04% 174
2024
Q2 		$1.58M Sell
30,872
-745
-2% -$38.5K 0.04% 178
2024
Q1 		$1.7M Sell
31,617
-343
-1% -$16.7K 0.04% 173
2023
Q4 		$1.45M Sell
31,960
-915
-3% -$41.7K 0.04% 177
2023
Q3 		$1.62M Sell
32,875
-2,201
-6% -$108K 0.05% 166
2023
Q2 		$1.67M Sell
35,076
-298
-0.8% -$13K 0.05% 175
2023
Q1 		$1.4M Sell
35,374
-937
-3% -$38.7K 0.05% 176
2022
Q4 		$1.49M Sell
36,311
-2,484
-6% -$104K 0.05% 168
2022
Q3 		$1.5M Sell
38,795
-260
-0.7% -$9.51K 0.06% 162
2022
Q2 		$1.33M Sell
39,055
-605
-2% -$20.5K 0.05% 166
2022
Q1 		$1.25M Sell
39,660
-14
-0% -$391 0.05% 136
2021
Q4 		$975K Sell
39,674
-21,291
-35% -$545K 0.04% 141
2021
Q3 		$1.53M Buy
60,965
+3,814
+7% +$101K 0.07% 115
2021
Q2 		$1.62M Sell
57,151
-1,101
-2% -$32.4K 0.08% 111
2021
Q1 		$1.62M Buy
58,252
+2,563
+5% +$66.5K 0.08% 108
2020
Q4 		$1.28M Buy
55,689
+3,263
+6% +$67.5K 0.06% 133
2020
Q3 		$882K Buy
52,426
+3,725
+8% +$66.2K 0.05% 145
2020
Q2 		$808K Buy
48,701
+18,225
+60% +$288K 0.05% 145
2020
Q1 		$457K Buy
30,476
+23,562
+341% +$567K 0.04% 183
2019
Q4 		$202K Buy
+6,914
New +$201K 0.01% 282

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

Forvis Mazars Wealth Advisors's UNM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Unum (UNM) stake by 3.5% in Q1 2026, selling an estimated $70.9K and leaving 26,252 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #160.

Forvis Mazars Wealth Advisors first reported a position in UNM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.49M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 26,252 shares of Unum worth $1.92M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 950 Unum shares in Q1 2026, an estimated $70.9K.
  • Unum made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #160 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Unum in Q4 2019 and has held it in 26 quarters since.
  • Forvis Mazars Wealth Advisors's Unum position peaked at $2.49M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.