Moors & Cabot’s Unum UNM Stock Holding History

Moors & Cabot’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	$277K	Hold	3,791	–	–	0.01%	739
2025 Q4	$294K	Hold	3,791	–	–	0.01%	690
2025 Q3	$295K	Hold	3,791	–	–	0.01%	678
2025 Q2	$306K	Hold	3,791	–	–	0.01%	642
2025 Q1	$309K	Hold	3,791	–	–	0.02%	629
2024 Q4	$277K	Hold	3,791	–	–	0.01%	686
2024 Q3	$225K	Buy	+3,791	New	+$206K	0.01%	749

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Moors & Cabot's UNM Position: Q1 2026 in Review

Moors & Cabot held its Unum (UNM) position steady in Q1 2026 at 3,791 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #739.

Moors & Cabot first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $309K in Q1 2025. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Moors & Cabot held 3,791 shares of Unum worth $277K as of Q1 2026.
Moors & Cabot left its Unum share count unchanged in Q1 2026.
Unum made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #739 holding.
Moors & Cabot first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
Moors & Cabot's Unum position peaked at $309K in Q1 2025.
694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.