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Midwest Trust’s Unum UNM Stock Holding History

Midwest Trust’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 		$210K Sell
2,874
-384
-12% -$28.7K ﹤0.01% 578
2025
Q4 		$252K Buy
3,258
+90
+3% +$6.88K ﹤0.01% 538
2025
Q3 		$246K Buy
3,168
+233
+8% +$17.5K ﹤0.01% 541
2025
Q2 		$237K Buy
+2,935
New +$232K ﹤0.01% 560

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

Midwest Trust's UNM Position: Q1 2026 in Review

Midwest Trust reduced its Unum (UNM) stake by 12% in Q1 2026, selling an estimated $28.7K and leaving 2,874 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Midwest Trust first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Midwest Trust held 2,874 shares of Unum worth $210K as of Q1 2026.
  • Midwest Trust sold 384 Unum shares in Q1 2026, an estimated $28.7K.
  • Unum made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #578 holding.
  • Midwest Trust first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Unum position peaked at $252K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.