MCM
UNM icon

Manchester Capital Management’s Unum UNM Stock Holding History

Manchester Capital 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 		$75K Hold
1,027
– – 0.01% 416
2025
Q4 		$79.6K Buy
1,027
+59
+6% +$4.51K 0.01% 409
2025
Q3 		$75.3K Sell
968
-2,539
-72% -$190K 0.01% 478
2025
Q2 		$283K Buy
3,507
+2,477
+240% +$196K 0.04% 294
2025
Q1 		$83.9K Buy
1,030
+503
+95% +$38.8K 0.01% 460
2024
Q4 		$38.5K Hold
527
– – ﹤0.01% 592
2024
Q3 		$31.3K Sell
527
-15
-3% -$815 ﹤0.01% 628
2024
Q2 		$27.7K Buy
542
+297
+121% +$15.4K ﹤0.01% 607
2024
Q1 		$13.1K Buy
245
+71
+41% +$3.46K ﹤0.01% 599
2023
Q4 		$7.87K Buy
174
+104
+149% +$4.74K ﹤0.01% 636
2023
Q3 		$3.44K Hold
70
– – ﹤0.01% 698
2023
Q2 		$3.34K Hold
70
– – ﹤0.01% 673
2023
Q1 		$2.77K Hold
70
– – ﹤0.01% 737
2022
Q4 		$2.87K Hold
70
– – ﹤0.01% 632
2022
Q3 		$3K Hold
70
– – ﹤0.01% 610
2022
Q2 		$2K Hold
70
– – ﹤0.01% 751
2022
Q1 		$2K Hold
70
– – ﹤0.01% 869
2021
Q4 		$2K Sell
70
-99
-59% -$2.53K ﹤0.01% 883
2021
Q3 		$4K Hold
169
– – ﹤0.01% 756
2021
Q2 		$5K Hold
169
– – ﹤0.01% 579
2021
Q1 		$5K Sell
169
-85
-33% -$2.21K ﹤0.01% 538
2020
Q4 		$6K Buy
+254
New +$5.25K ﹤0.01% 522
2015
Q1 		– Sell
-133
Closed -$5K – 879
2014
Q4 		$5K Hold
133
– – ﹤0.01% 1044
2014
Q3 		$5K Hold
133
– – ﹤0.01% 1020
2014
Q2 		$5K Sell
133
-400
-75% -$13.7K ﹤0.01% 1016
2014
Q1 		$19K Buy
533
+400
+301% +$13.7K ﹤0.01% 776
2013
Q4 		$5K Hold
133
– – ﹤0.01% 847
2013
Q3 		$4K Hold
133
– – ﹤0.01% 920
2013
Q2 		$4K Buy
+133
New +$3.7K ﹤0.01% 923

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

Manchester Capital Management's UNM Position: Q1 2026 in Review

Manchester Capital Management held its Unum (UNM) position steady in Q1 2026 at 1,027 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #416.

Manchester Capital Management first reported a position in UNM in Q2 2013 and has held it in 29 quarters since. The position peaked at $283K in Q2 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Manchester Capital Management held 1,027 shares of Unum worth $75K as of Q1 2026.
  • Manchester Capital Management left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.01% of Manchester Capital Management's portfolio in Q1 2026, its #416 holding.
  • Manchester Capital Management first reported a position in Unum in Q2 2013 and has held it in 29 quarters since.
  • Manchester Capital Management's Unum position peaked at $283K in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.