HNW
UNM icon

High Note Wealth’s Unum UNM Stock Holding History

High Note Wealth’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 		$2.92K Sell
40
-28
-41% -$2.09K ﹤0.01% 713
2025
Q4 		$5.27K Buy
68
+28
+70% +$2.14K ﹤0.01% 484
2025
Q3 		$3.11K Sell
40
-38
-49% -$2.85K ﹤0.01% 626
2025
Q2 		$6.3K Buy
78
+16
+26% +$1.26K ﹤0.01% 361
2025
Q1 		$5.05K Buy
62
+22
+55% +$1.7K ﹤0.01% 407
2024
Q4 		$2.92K Buy
+40
New +$2.76K ﹤0.01% 628

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

High Note Wealth's UNM Position: Q1 2026 in Review

High Note Wealth reduced its Unum (UNM) stake by 41% in Q1 2026, selling an estimated $2.09K and leaving 40 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

High Note Wealth first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.3K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • High Note Wealth held 40 shares of Unum worth $2.92K as of Q1 2026.
  • High Note Wealth sold 28 Unum shares in Q1 2026, an estimated $2.09K.
  • Unum made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #713 holding.
  • High Note Wealth first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Unum position peaked at $6.3K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.