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Freestone Grove Partners’s Unum UNM Stock Holding History

Freestone Grove 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 		$27.5M Buy
377,061
+95,530
+34% +$7.13M 0.19% 171
2025
Q4 		$21.8M Buy
281,531
+5,680
+2% +$434K 0.16% 196
2025
Q3 		$21.5M Sell
275,851
-315,774
-53% -$23.7M 0.16% 197
2025
Q2 		$47.8M Sell
591,625
-489,571
-45% -$38.7M 0.36% 102
2025
Q1 		$88.1M Buy
1,081,196
+189,834
+21% +$14.6M 0.91% 15
2024
Q4 		$65.1M Buy
+891,362
New +$61.5M 0.8% 22

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

Freestone Grove Partners's UNM Position: Q1 2026 in Review

Freestone Grove Partners increased its Unum (UNM) stake by 34% in Q1 2026, buying an estimated $7.13M and bringing the position to 377,061 shares worth $27.5M. The position accounts for 0.19% of the portfolio, ranked #171.

Freestone Grove Partners first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $88.1M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Freestone Grove Partners held 377,061 shares of Unum worth $27.5M as of Q1 2026.
  • Freestone Grove Partners bought 95,530 Unum shares in Q1 2026, an estimated $7.13M.
  • Unum made up 0.19% of Freestone Grove Partners's portfolio in Q1 2026, its #171 holding.
  • Freestone Grove Partners first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
  • Freestone Grove Partners's Unum position peaked at $88.1M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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