InceptionR’s Unum UNM Stock Holding History

InceptionR’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	$401K	Sell	5,495 -5,876	-52%	-$439K	0.1%	385
2025 Q4	$881K	Buy	+11,371	New	+$870K	0.24%	141

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

InceptionR's UNM Position: Q1 2026 in Review

InceptionR reduced its Unum (UNM) stake by 52% in Q1 2026, selling an estimated $439K and leaving 5,495 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #385.

InceptionR first reported a position in UNM in Q4 2025 and has held it in 2 quarters since. The position peaked at $881K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

InceptionR held 5,495 shares of Unum worth $401K as of Q1 2026.
InceptionR sold 5,876 Unum shares in Q1 2026, an estimated $439K.
Unum made up 0.1% of InceptionR's portfolio in Q1 2026, its #385 holding.
InceptionR first reported a position in Unum in Q4 2025 and has held it in 2 quarters since.
InceptionR's Unum position peaked at $881K in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.