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McIlrath & Eck’s Unum UNM Stock Holding History

McIlrath & Eck’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 		$33.8K Hold
463
– – ﹤0.01% 666
2025
Q4 		$35.9K Hold
463
– – ﹤0.01% 408
2025
Q3 		$36K Sell
463
-92
-17% -$6.89K ﹤0.01% 389
2025
Q2 		$44.8K Hold
555
– – 0.01% 336
2025
Q1 		$45.2K Hold
555
– – 0.01% 335
2024
Q4 		$40.5K Hold
555
– – 0.01% 361
2024
Q3 		$33K Hold
555
– – ﹤0.01% 381
2024
Q2 		$28.4K Hold
555
– – ﹤0.01% 375
2024
Q1 		$29.8K Hold
555
– – ﹤0.01% 372
2023
Q4 		$25.1K Hold
555
– – ﹤0.01% 373
2023
Q3 		$27.3K Sell
555
-120
-18% -$5.87K 0.01% 356
2023
Q2 		$32.2K Sell
675
-25
-4% -$1.09K 0.01% 331
2023
Q1 		$27.7K Hold
700
– – 0.01% 351
2022
Q4 		$28.7K Sell
700
-20
-3% -$838 0.01% 349
2022
Q3 		$28K Sell
720
-100
-12% -$3.66K 0.01% 348
2022
Q2 		$28K Sell
820
-75
-8% -$2.54K 0.01% 333
2022
Q1 		$28K Sell
895
-21,992
-96% -$614K 0.01% 337
2021
Q4 		$562K Buy
22,887
+5,065
+28% +$130K 0.15% 38
2021
Q3 		$447K Buy
17,822
+1,920
+12% +$50.8K 0.13% 43
2021
Q2 		$452K Buy
+15,902
New +$467K 0.14% 46
2019
Q4 		– Sell
-200
Closed -$6K – 664
2019
Q3 		$6K Hold
200
– – ﹤0.01% 440
2019
Q2 		$7K Hold
200
– – ﹤0.01% 411
2019
Q1 		$7K Hold
200
– – ﹤0.01% 411
2018
Q4 		$6K Hold
200
– – ﹤0.01% 352
2018
Q3 		$8K Hold
200
– – ﹤0.01% 327
2018
Q2 		$7K Hold
200
– – ﹤0.01% 328
2018
Q1 		$10K Hold
200
– – 0.01% 265
2017
Q4 		$11K Buy
+200
New +$10.7K 0.01% 273

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

McIlrath & Eck's UNM Position: Q1 2026 in Review

McIlrath & Eck held its Unum (UNM) position steady in Q1 2026 at 463 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

McIlrath & Eck first reported a position in UNM in Q4 2017 and has held it in 28 quarters since. The position peaked at $562K in Q4 2021. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • McIlrath & Eck held 463 shares of Unum worth $33.8K as of Q1 2026.
  • McIlrath & Eck left its Unum share count unchanged in Q1 2026.
  • Unum made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #666 holding.
  • McIlrath & Eck first reported a position in Unum in Q4 2017 and has held it in 28 quarters since.
  • McIlrath & Eck's Unum position peaked at $562K in Q4 2021.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.