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Laurel Wealth Advisors (North Carolina)’s Unum UNM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-325
Closed -$25.2K – 621
2025
Q4 		$25.2K Buy
+325
New +$24.9K ﹤0.01% 408
2025
Q2 		– Sell
-325
Closed -$26.5K – 638
2025
Q1 		$26.5K Hold
325
– – ﹤0.01% 383
2024
Q4 		$23.7K Hold
325
– – ﹤0.01% 399
2024
Q3 		$19.3K Buy
+325
New +$17.6K ﹤0.01% 409

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

Laurel Wealth Advisors (North Carolina)'s UNM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Unum (UNM) in Q1 2026, closing a stake of 325 shares — an estimated $25.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UNM in Q3 2024 and held it in 4 quarters. The position peaked at $26.5K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 325 Unum shares in Q1 2026, an estimated $25.2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Unum in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Unum position peaked at $26.5K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.