MWPCG
UNM icon

Measured Wealth Private Client Group’s Unum UNM Stock Holding History

Measured Wealth Private Client Group’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 		$20.7K Sell
283
-1,783
-86% -$133K 0.01% 467
2025
Q4 		$160K Sell
2,066
-3,269
-61% -$250K 0.04% 216
2025
Q3 		$415K Sell
5,335
-6,698
-56% -$502K 0.11% 115
2025
Q2 		$972K Buy
12,033
+2,365
+24% +$187K 0.29% 45
2025
Q1 		$788K Buy
9,668
+2,392
+33% +$184K 0.25% 54
2024
Q4 		$531K Buy
+7,276
New +$502K 0.17% 76
2024
Q2 		– Sell
-8,186
Closed -$439K – 210
2024
Q1 		$439K Sell
8,186
-2,114
-21% -$103K 0.15% 104
2023
Q4 		$466K Sell
10,300
-5,491
-35% -$250K 0.17% 102
2023
Q3 		$777K Buy
15,791
+1,376
+10% +$67.3K 0.31% 52
2023
Q2 		$688K Buy
14,415
+1,484
+11% +$64.7K 0.26% 57
2023
Q1 		$512K Buy
12,931
+3,765
+41% +$155K 0.2% 81
2022
Q4 		$376K Buy
9,166
+963
+12% +$40.3K 0.15% 91
2022
Q3 		$318K Buy
8,203
+1,581
+24% +$57.8K 0.14% 100
2022
Q2 		$225K Buy
+6,622
New +$224K 0.1% 146
2021
Q4 		– Sell
-8,867
Closed -$222K – 166
2021
Q3 		$222K Sell
8,867
-1,720
-16% -$45.5K 0.09% 147
2021
Q2 		$301K Buy
10,587
+3,376
+47% +$99.2K 0.1% 141
2021
Q1 		$201K Buy
+7,211
New +$187K 0.07% 157

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

Measured Wealth Private Client Group's UNM Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Unum (UNM) stake by 86% in Q1 2026, selling an estimated $133K and leaving 283 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #467.

Measured Wealth Private Client Group first reported a position in UNM in Q1 2021 and has held it in 17 quarters since. The position peaked at $972K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Measured Wealth Private Client Group held 283 shares of Unum worth $20.7K as of Q1 2026.
  • Measured Wealth Private Client Group sold 1,783 Unum shares in Q1 2026, an estimated $133K.
  • Unum made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #467 holding.
  • Measured Wealth Private Client Group first reported a position in Unum in Q1 2021 and has held it in 17 quarters since.
  • Measured Wealth Private Client Group's Unum position peaked at $972K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.