Great Lakes Advisors’s Unum UNM Stock Holding History

Great Lakes 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	$358K	Sell	4,903 -443	-8%	-$33.1K	﹤0.01%	655
2025 Q4	$414K	Sell	5,346 -148	-3%	-$11.3K	﹤0.01%	648
2025 Q3	$427K	Sell	5,494 -442	-7%	-$33.1K	﹤0.01%	645
2025 Q2	$479K	Sell	5,936 -395	-6%	-$31.2K	﹤0.01%	615
2025 Q1	$516K	Buy	6,331 +1,181	+23%	+$91K	﹤0.01%	602
2024 Q4	$376K	Sell	5,150 -39	-0.8%	-$2.69K	﹤0.01%	690
2024 Q3	$308K	Buy	+5,189	New	+$282K	﹤0.01%	732
2022 Q3	–	Sell	-6,907	Closed	-$235K	–	714
2022 Q2	$235K	Buy	+6,907	New	+$234K	﹤0.01%	610
2021 Q3	–	Sell	-86,950	Closed	-$2.47M	–	736
2021 Q2	$2.47M	Buy	86,950 +78,774	+963%	+$2.32M	0.04%	367
2021 Q1	$228K	Buy	+8,176	New	+$212K	﹤0.01%	637
2017 Q2	–	Sell	-16,327	Closed	-$766K	–	603
2017 Q1	$766K	Buy	+16,327	New	+$765K	0.02%	386

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Great Lakes Advisors's UNM Position: Q1 2026 in Review

Great Lakes Advisors reduced its Unum (UNM) stake by 8.3% in Q1 2026, selling an estimated $33.1K and leaving 4,903 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Great Lakes Advisors first reported a position in UNM in Q1 2017 and has held it in 11 quarters since. The position peaked at $2.47M in Q2 2021. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Great Lakes Advisors held 4,903 shares of Unum worth $358K as of Q1 2026.
Great Lakes Advisors sold 443 Unum shares in Q1 2026, an estimated $33.1K.
Unum made up ﹤0.01% of Great Lakes Advisors's portfolio in Q1 2026, its #655 holding.
Great Lakes Advisors first reported a position in Unum in Q1 2017 and has held it in 11 quarters since.
Great Lakes Advisors's Unum position peaked at $2.47M in Q2 2021.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.