Meeder Advisory Services’s Unum UNM Stock Holding History

Meeder Advisory Services’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	$549K	Buy	7,522 +76	+1%	+$5.67K	0.02%	376
2025 Q4	$577K	Sell	7,446 -182	-2%	-$13.9K	0.02%	367
2025 Q3	$593K	Buy	7,628 +80	+1%	+$6K	0.03%	357
2025 Q2	$610K	Sell	7,548 -1,190	-14%	-$94K	0.03%	340
2025 Q1	$712K	Sell	8,738 -71	-0.8%	-$5.47K	0.04%	293
2024 Q4	$643K	Buy	8,809 +65	+0.7%	+$4.48K	0.04%	305
2024 Q3	$520K	Buy	8,744 +2,215	+34%	+$120K	0.03%	335
2024 Q2	$334K	Buy	6,529 +2,467	+61%	+$128K	0.02%	385
2024 Q1	$218K	Buy	+4,062	New	+$198K	0.02%	415
2023 Q3	–	Sell	-4,231	Closed	-$202K	–	443
2023 Q2	$202K	Buy	+4,231	New	+$185K	0.02%	419

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Meeder Advisory Services's UNM Position: Q1 2026 in Review

Meeder Advisory Services increased its Unum (UNM) stake by 1% in Q1 2026, buying an estimated $5.67K and bringing the position to 7,522 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #376.

Meeder Advisory Services first reported a position in UNM in Q2 2023 and has held it in 10 quarters since. The position peaked at $712K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Meeder Advisory Services held 7,522 shares of Unum worth $549K as of Q1 2026.
Meeder Advisory Services bought 76 Unum shares in Q1 2026, an estimated $5.67K.
Unum made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #376 holding.
Meeder Advisory Services first reported a position in Unum in Q2 2023 and has held it in 10 quarters since.
Meeder Advisory Services's Unum position peaked at $712K in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.