KWM
UNM icon

Kingsview Wealth Management’s Unum UNM Stock Holding History

Kingsview Wealth Management’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 		$378K Sell
5,171
-222
-4% -$16.6K 0.01% 992
2025
Q4 		$418K Buy
5,393
+317
+6% +$24.2K 0.01% 908
2025
Q3 		$395K Sell
5,076
-30,628
-86% -$2.3M 0.01% 878
2025
Q2 		$2.88M Buy
35,704
+30,866
+638% +$2.44M 0.05% 368
2025
Q1 		$394K Sell
4,838
-136
-3% -$10.5K 0.01% 802
2024
Q4 		$363K Sell
4,974
-50,751
-91% -$3.5M 0.01% 832
2024
Q3 		$3.31M Buy
55,725
+50,751
+1,020% +$2.76M 0.07% 257
2024
Q2 		$254K Hold
4,974
– – 0.01% 901
2024
Q1 		$267K Sell
4,974
-1,733
-26% -$84.5K 0.01% 859
2023
Q4 		$303K Hold
6,707
– – 0.01% 762
2023
Q3 		$330K Sell
6,707
-780
-10% -$38.1K 0.01% 723
2023
Q2 		$357K Sell
7,487
-37,182
-83% -$1.62M 0.01% 689
2023
Q1 		$1.77M Buy
44,669
+13,913
+45% +$575K 0.07% 260
2022
Q4 		$1.26M Sell
30,756
-85,721
-74% -$3.59M 0.05% 299
2022
Q3 		$4.52M Buy
116,477
+10,533
+10% +$385K 0.21% 112
2022
Q2 		$3.6M Buy
105,944
+21,977
+26% +$744K 0.17% 132
2022
Q1 		$2.65M Buy
83,967
+7,483
+10% +$209K 0.12% 191
2021
Q4 		$1.88M Buy
76,484
+7,771
+11% +$199K 0.08% 257
2021
Q3 		$1.72M Sell
68,713
-34,204
-33% -$905K 0.08% 255
2021
Q2 		$2.97M Buy
102,917
+41,795
+68% +$1.23M 0.15% 156
2021
Q1 		$1.72M Buy
61,122
+17,483
+40% +$454K 0.1% 215
2020
Q4 		$1M Buy
43,639
+7,202
+20% +$149K 0.07% 274
2020
Q3 		$613K Buy
36,437
+11,506
+46% +$205K 0.05% 320
2020
Q2 		$414K Buy
24,931
+6,810
+38% +$107K 0.04% 370
2020
Q1 		$272K Buy
+18,121
New +$436K 0.04% 378

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

Kingsview Wealth Management's UNM Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Unum (UNM) stake by 4.1% in Q1 2026, selling an estimated $16.6K and leaving 5,171 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #992.

Kingsview Wealth Management first reported a position in UNM in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.52M in Q3 2022. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Kingsview Wealth Management held 5,171 shares of Unum worth $378K as of Q1 2026.
  • Kingsview Wealth Management sold 222 Unum shares in Q1 2026, an estimated $16.6K.
  • Unum made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #992 holding.
  • Kingsview Wealth Management first reported a position in Unum in Q1 2020 and has held it in 25 quarters since.
  • Kingsview Wealth Management's Unum position peaked at $4.52M in Q3 2022.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.