HFM
UNM icon

Harvest Fund Management’s Unum UNM Stock Holding History

Harvest Fund 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
-13,185
Closed -$963K – 619
2025
Q4 		$963K Hold
13,185
– – 0.04% 189
2025
Q3 		$963K Sell
13,185
-1,685
-11% -$126K 0.04% 194
2025
Q2 		$1.1M Sell
14,870
-11,647
-44% -$920K 0.05% 178
2025
Q1 		$2.05M Buy
26,517
+13,332
+101% +$1.03M 0.1% 141
2024
Q4 		$963K Buy
+13,185
New +$909K 0.04% 224
2023
Q1 		– Sell
-44
Closed -$2K – 828
2022
Q4 		$2K Sell
44
-11,685
-100% -$490K ﹤0.01% 730
2022
Q3 		$456K Buy
11,729
+854
+8% +$31.2K 0.13% 90
2022
Q2 		$370K Buy
10,875
+4,956
+84% +$168K 0.1% 100
2022
Q1 		$186K Buy
5,919
+4,047
+216% +$113K 0.04% 225
2021
Q4 		$46K Sell
1,872
-764
-29% -$19.6K 0.01% 477
2021
Q3 		$66K Sell
2,636
-3,380
-56% -$89.5K 0.01% 348
2021
Q2 		$173K Buy
6,016
+3,365
+127% +$98.9K 0.02% 177
2021
Q1 		$74K Buy
2,651
+1,049
+65% +$27.2K 0.01% 314
2020
Q4 		$36K Sell
1,602
-818
-34% -$16.9K ﹤0.01% 415
2020
Q3 		$44K Buy
+2,420
New +$43K ﹤0.01% 409

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

Harvest Fund Management's UNM Position: Q1 2026 in Review

Harvest Fund Management sold out of Unum (UNM) in Q1 2026, closing a stake of 13,185 shares — an estimated $963K sold.

Harvest Fund Management first reported a position in UNM in Q3 2020 and held it in 15 quarters. The position peaked at $2.05M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Harvest Fund Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 13,185 Unum shares in Q1 2026, an estimated $963K.
  • Harvest Fund Management first reported a position in Unum in Q3 2020 and held it in 15 quarters.
  • Harvest Fund Management's Unum position peaked at $2.05M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.