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
Q3 		$1.13M Sell
12,860
-51
-0.4% -$4.62K ﹤0.01% 1017
2026
Q2 		$1.15M Buy
12,911
+2,728
+27% +$226K ﹤0.01% 1030
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return

Lido Advisors's UNM Position: Q3 2026 in Review

Lido Advisors reduced its Unum (UNM) stake by 0.4% in Q3 2026, selling an estimated $4.62K and leaving 12,860 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Lido Advisors first reported a position in UNM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2026. 520 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Lido Advisors held 12,860 shares of Unum worth $1.13M as of Q3 2026.
  • Lido Advisors sold 51 Unum shares in Q3 2026, an estimated $4.62K.
  • Unum made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1017 holding.
  • Lido Advisors first reported a position in Unum in Q1 2024 and has held it in 11 quarters since.
  • Lido Advisors's Unum position peaked at $1.15M in Q2 2026.
  • 520 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.