Lido Advisors
UNM icon

Lido Advisors’s Unum UNM Stock Holding History

Lido Advisors’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 		$744K Buy
10,183
+4,724
+87% +$353K ﹤0.01% 1105
2025
Q4 		$425K Buy
5,459
+85
+2% +$6.5K ﹤0.01% 1374
2025
Q3 		$418K Sell
5,374
-393
-7% -$29.4K ﹤0.01% 1306
2025
Q2 		$466K Sell
5,767
-80
-1% -$6.32K ﹤0.01% 1132
2025
Q1 		$476K Buy
5,847
+536
+10% +$41.3K ﹤0.01% 1037
2024
Q4 		$388K Buy
5,311
+1
+0% +$69 ﹤0.01% 1093
2024
Q3 		$316K Sell
5,310
-3
-0.1% -$163 ﹤0.01% 1145
2024
Q2 		$272K Buy
5,313
+1,444
+37% +$74.7K ﹤0.01% 1170
2024
Q1 		$208K Buy
+3,869
New +$189K ﹤0.01% 1250

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

Lido Advisors's UNM Position: Q1 2026 in Review

Lido Advisors increased its Unum (UNM) stake by 87% in Q1 2026, buying an estimated $353K and bringing the position to 10,183 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Lido Advisors first reported a position in UNM in Q1 2024 and has held it in 9 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Lido Advisors held 10,183 shares of Unum worth $744K as of Q1 2026.
  • Lido Advisors bought 4,724 Unum shares in Q1 2026, an estimated $353K.
  • Unum made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1105 holding.
  • Lido Advisors first reported a position in Unum in Q1 2024 and has held it in 9 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.