Heritage Wealth Advisors’s Unum UNM Stock Holding History

Heritage 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	$6.06K	Sell	83 -304	-79%	-$22.7K	﹤0.01%	553
2025 Q4	$30K	Hold	387	–	–	﹤0.01%	365
2025 Q3	$30.1K	Hold	387	–	–	﹤0.01%	344
2025 Q2	$31.3K	Hold	387	–	–	﹤0.01%	335
2025 Q1	$31.5K	Sell	387 -18	-4%	-$1.39K	﹤0.01%	333
2024 Q4	$29.6K	Buy	405 +18	+5%	+$1.24K	﹤0.01%	357
2024 Q3	$23K	Buy	387 +83	+27%	+$4.51K	﹤0.01%	388
2024 Q2	$15.5K	Hold	304	–	–	﹤0.01%	396
2024 Q1	$16.3K	Hold	304	–	–	﹤0.01%	409
2023 Q4	$13.7K	Hold	304	–	–	﹤0.01%	436
2023 Q3	$15K	Hold	304	–	–	﹤0.01%	399
2023 Q2	$14.5K	Hold	304	–	–	﹤0.01%	415
2023 Q1	$12K	Hold	304	–	–	﹤0.01%	433
2022 Q4	$12.5K	Hold	304	–	–	﹤0.01%	440
2022 Q3	$11.8K	Hold	304	–	–	﹤0.01%	413
2022 Q2	$10K	Hold	304	–	–	﹤0.01%	465
2022 Q1	$10K	Hold	304	–	–	﹤0.01%	441
2021 Q4	$7K	Hold	304	–	–	﹤0.01%	469
2021 Q3	$7.62K	Hold	304	–	–	﹤0.01%	448
2021 Q2	$8.63K	Hold	304	–	–	﹤0.01%	454
2021 Q1	$8.46K	Hold	304	–	–	﹤0.01%	470
2020 Q4	$7K	Hold	304	–	–	﹤0.01%	479
2020 Q3	$5.12K	Hold	304	–	–	﹤0.01%	425
2020 Q2	$5.04K	Hold	304	–	–	﹤0.01%	406
2020 Q1	$4.56K	Hold	304	–	–	﹤0.01%	403
2019 Q4	$8.87K	Hold	304	–	–	﹤0.01%	425
2019 Q3	$9K	Buy	+304	New	+$9.03K	﹤0.01%	399

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

Heritage Wealth Advisors's UNM Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Unum (UNM) stake by 79% in Q1 2026, selling an estimated $22.7K and leaving 83 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Heritage Wealth Advisors first reported a position in UNM in Q3 2019 and has held it in 27 quarters since. The position peaked at $31.5K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Heritage Wealth Advisors held 83 shares of Unum worth $6.06K as of Q1 2026.
Heritage Wealth Advisors sold 304 Unum shares in Q1 2026, an estimated $22.7K.
Unum made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #553 holding.
Heritage Wealth Advisors first reported a position in Unum in Q3 2019 and has held it in 27 quarters since.
Heritage Wealth Advisors's Unum position peaked at $31.5K in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.