MV Capital Management’s Unum UNM Stock Holding History

MV Capital Management’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	$220	Buy	3 +2	+200%	+$149	﹤0.01%	1063
2025 Q4	$78	Hold	1	–	–	﹤0.01%	1128
2025 Q3	$78	Sell	1 -2	-67%	-$150	﹤0.01%	1027
2025 Q2	$243	Hold	3	–	–	﹤0.01%	925
2025 Q1	$245	Hold	3	–	–	﹤0.01%	904
2024 Q4	$220	Buy	3 +2	+200%	+$138	﹤0.01%	892
2024 Q3	$60	Hold	1	–	–	﹤0.01%	1005
2024 Q2	$52	Buy	+1	New	+$52	﹤0.01%	962
2021 Q4	–	Sell	-31	Closed	-$1K	–	727
2021 Q3	$1K	Sell	31 -2	-6%	-$53	﹤0.01%	711
2021 Q2	$1K	Buy	+33	New	+$970	﹤0.01%	675
2017 Q4	–	Sell	-77	Closed	-$4K	–	380
2017 Q3	$4K	Sell	77 -30	-28%	-$1.46K	﹤0.01%	314
2017 Q2	$5K	Hold	107	–	–	﹤0.01%	292
2017 Q1	$5K	Hold	107	–	–	﹤0.01%	289
2016 Q4	$5K	Buy	107 +77	+257%	+$3.08K	﹤0.01%	287
2016 Q3	$1K	Buy	+30	New	+$1.01K	﹤0.01%	346

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

MV Capital Management's UNM Position: Q1 2026 in Review

MV Capital Management increased its Unum (UNM) stake by 200% in Q1 2026, buying an estimated $149 and bringing the position to 3 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

MV Capital Management first reported a position in UNM in Q3 2016 and has held it in 15 quarters since. The position peaked at $5K in Q2 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

MV Capital Management held 3 shares of Unum worth $220 as of Q1 2026.
MV Capital Management bought 2 Unum shares in Q1 2026, an estimated $149.
Unum made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #1063 holding.
MV Capital Management first reported a position in Unum in Q3 2016 and has held it in 15 quarters since.
MV Capital Management's Unum position peaked at $5K in Q2 2017.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.