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FourThought Financial Partners’s Unum UNM Stock Holding History

FourThought Financial 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 		$493K Buy
6,753
+2,409
+55% +$180K 0.04% 187
2025
Q4 		$337K Buy
4,344
+5
+0.1% +$382 0.03% 288
2025
Q3 		$337K Buy
4,339
+108
+3% +$8.09K 0.03% 278
2025
Q2 		$342K Sell
4,231
-436
-9% -$34.4K 0.03% 221
2025
Q1 		$380K Hold
4,667
– – 0.04% 213
2024
Q4 		$341K Buy
+4,667
New +$322K 0.04% 233
2024
Q2 		– Sell
-4,622
Closed -$248K – 317
2024
Q1 		$248K Sell
4,622
-485
-9% -$23.6K 0.03% 278
2023
Q4 		$231K Buy
5,107
+35
+0.7% +$1.59K 0.03% 287
2023
Q3 		$249K Buy
5,072
+20
+0.4% +$978 0.03% 264
2023
Q2 		$241K Sell
5,052
-20
-0.4% -$873 0.03% 286
2023
Q1 		$201K Sell
5,072
-16
-0.3% -$661 0.03% 309
2022
Q4 		$209K Buy
+5,088
New +$213K 0.03% 300

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

FourThought Financial Partners's UNM Position: Q1 2026 in Review

FourThought Financial Partners increased its Unum (UNM) stake by 55% in Q1 2026, buying an estimated $180K and bringing the position to 6,753 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #187.

FourThought Financial Partners first reported a position in UNM in Q4 2022 and has held it in 12 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • FourThought Financial Partners held 6,753 shares of Unum worth $493K as of Q1 2026.
  • FourThought Financial Partners bought 2,409 Unum shares in Q1 2026, an estimated $180K.
  • Unum made up 0.04% of FourThought Financial Partners's portfolio in Q1 2026, its #187 holding.
  • FourThought Financial Partners first reported a position in Unum in Q4 2022 and has held it in 12 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.