HI
UNM icon

Horizon Investments’s Unum UNM Stock Holding History

Horizon Investments’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 		$231K Sell
3,184
-280
-8% -$20.9K ﹤0.01% 963
2025
Q4 		$268K Sell
3,464
-71,962
-95% -$5.5M ﹤0.01% 925
2025
Q3 		$5.83M Sell
75,426
-15,600
-17% -$1.17M 0.08% 210
2025
Q2 		$7.31M Buy
91,026
+90,899
+71,574% +$7.18M 0.12% 143
2025
Q1 		$10.3K Buy
127
+14
+12% +$1.08K ﹤0.01% 673
2024
Q4 		$8.21K Buy
113
+2
+2% +$138 ﹤0.01% 679
2024
Q3 		$6.55K Buy
111
+75
+208% +$4.07K ﹤0.01% 662
2024
Q2 		$1.83K Hold
36
– – ﹤0.01% 693
2024
Q1 		$1.92K Buy
+36
New +$1.75K ﹤0.01% 675
2023
Q4 		– Sell
-13
Closed -$635 – 861
2023
Q3 		$635 Hold
13
– – ﹤0.01% 700
2023
Q2 		$615 Hold
13
– – ﹤0.01% 676
2023
Q1 		$510 Buy
+13
New +$537 ﹤0.01% 689
2022
Q2 		– Sell
-7,083
Closed -$221K – 546
2022
Q1 		$221K Buy
+7,083
New +$198K 0.01% 495
2021
Q1 		– Sell
-18,607
Closed -$427K – 443
2020
Q4 		$427K Buy
+18,607
New +$385K 0.49% 62
2020
Q1 		– Sell
-8,653
Closed -$252K – 486
2019
Q4 		$252K Hold
8,653
– – 0.01% 464
2019
Q3 		$257K Sell
8,653
-3,001
-26% -$89.1K 0.01% 300
2019
Q2 		$391K Buy
11,654
+2,699
+30% +$93.5K 0.01% 307
2019
Q1 		$303K Buy
+8,955
New +$312K 0.01% 260

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Horizon Investments's UNM Position: Q1 2026 in Review

Horizon Investments reduced its Unum (UNM) stake by 8.1% in Q1 2026, selling an estimated $20.9K and leaving 3,184 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Horizon Investments first reported a position in UNM in Q1 2019 and has held it in 18 quarters since. The position peaked at $7.31M in Q2 2025. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Horizon Investments held 3,184 shares of Unum worth $231K as of Q1 2026.
  • Horizon Investments sold 280 Unum shares in Q1 2026, an estimated $20.9K.
  • Unum made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #963 holding.
  • Horizon Investments first reported a position in Unum in Q1 2019 and has held it in 18 quarters since.
  • Horizon Investments's Unum position peaked at $7.31M in Q2 2025.
  • 694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.