MA
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Mutual Advisors’s Unum UNM Stock Holding History

Mutual Advisors’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 		$644K Buy
8,825
+272
+3% +$20.3K 0.01% 770
2025
Q4 		$663K Buy
8,553
+96
+1% +$7.34K 0.01% 743
2025
Q3 		$646K Sell
8,457
-224
-3% -$16.8K 0.01% 737
2025
Q2 		$701K Sell
8,681
-467
-5% -$36.9K 0.02% 637
2025
Q1 		$718K Sell
9,148
-1,686
-16% -$130K 0.02% 569
2024
Q4 		$805K Sell
10,834
-22
-0.2% -$1.52K 0.02% 553
2024
Q3 		$688K Buy
10,856
+21
+0.2% +$1.14K 0.02% 596
2024
Q2 		$580K Sell
10,835
-514
-5% -$26.6K 0.02% 649
2024
Q1 		$609K Buy
11,349
+1,648
+17% +$80.3K 0.02% 628
2023
Q4 		$439K Sell
9,701
-28
-0.3% -$1.27K 0.02% 695
2023
Q3 		$479K Sell
9,729
-879
-8% -$43K 0.02% 634
2023
Q2 		$506K Buy
10,608
+1,243
+13% +$54.2K 0.02% 632
2023
Q1 		$370K Buy
9,365
+1,659
+22% +$68.5K 0.02% 713
2022
Q4 		$316K Sell
7,706
-880
-10% -$36.9K 0.01% 727
2022
Q3 		$333K Buy
8,586
+1,257
+17% +$46K 0.02% 683
2022
Q2 		$249K Sell
7,329
-16
-0.2% -$542 0.02% 730
2022
Q1 		$231K Buy
+7,345
New +$205K 0.01% 785
2021
Q4 		– Sell
-8,223
Closed -$206K – 929
2021
Q3 		$206K Buy
8,223
+36
+0.4% +$953 0.01% 825
2021
Q2 		$233K Buy
8,187
+616
+8% +$18.1K 0.01% 753
2021
Q1 		$211K Buy
+7,571
New +$196K 0.01% 724
2019
Q3 		– Sell
-15,485
Closed -$520K – 604
2019
Q2 		$520K Buy
+15,485
New +$536K 0.07% 323

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

Mutual Advisors's UNM Position: Q1 2026 in Review

Mutual Advisors increased its Unum (UNM) stake by 3.2% in Q1 2026, buying an estimated $20.3K and bringing the position to 8,825 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #770.

Mutual Advisors first reported a position in UNM in Q2 2019 and has held it in 21 quarters since. The position peaked at $805K in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Mutual Advisors held 8,825 shares of Unum worth $644K as of Q1 2026.
  • Mutual Advisors bought 272 Unum shares in Q1 2026, an estimated $20.3K.
  • Unum made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #770 holding.
  • Mutual Advisors first reported a position in Unum in Q2 2019 and has held it in 21 quarters since.
  • Mutual Advisors's Unum position peaked at $805K in Q4 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.