HAG
UNM icon

HighPoint Advisor Group’s Unum UNM Stock Holding History

HighPoint Advisor Group’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
-2,603
Closed -$202K – 1025
2025
Q4 		$202K Buy
+2,603
New +$199K ﹤0.01% 1026
2025
Q3 		– Sell
-2,545
Closed -$206K – 716
2025
Q2 		$206K Sell
2,545
-119
-4% -$9.4K 0.01% 644
2025
Q1 		$211K Buy
+2,664
New +$205K 0.01% 608
2022
Q2 		$551K Buy
+17,047
New +$577K 0.06% 268

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HighPoint Advisor Group's UNM Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Unum (UNM) in Q1 2026, closing a stake of 2,603 shares — an estimated $202K sold.

HighPoint Advisor Group first reported a position in UNM in Q2 2022 and held it in 4 quarters. The position peaked at $551K in Q2 2022. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 2,603 Unum shares in Q1 2026, an estimated $202K.
  • HighPoint Advisor Group first reported a position in Unum in Q2 2022 and held it in 4 quarters.
  • HighPoint Advisor Group's Unum position peaked at $551K in Q2 2022.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.