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Nalls Sherbakoff Group’s Unum UNM Stock Holding History

Nalls Sherbakoff Group’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
2025
Q4 		$38.8K Hold
500
– – 0.03% 226
2025
Q3 		$38.9K Hold
500
– – 0.03% 229
2025
Q2 		$40.4K Hold
500
– – 0.03% 225
2025
Q1 		$40.7K Buy
+500
New +$38.5K 0.03% 202
2023
Q4 		$22.6K Hold
500
– – 0.02% 226
2023
Q3 		$24.6K Hold
500
– – 0.02% 210
2023
Q2 		$21.7K Hold
500
– – 0.02% 220
2023
Q1 		$19.5K Buy
+500
New +$20.6K 0.02% 234

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nalls Sherbakoff Group's UNM Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Unum (UNM) position steady in Q4 2025 at 500 shares worth $38.8K. The position accounts for 0.03% of the portfolio, ranked #226.

Nalls Sherbakoff Group first reported a position in UNM in Q1 2023 and has held it in 8 quarters since. The position peaked at $40.7K in Q1 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Nalls Sherbakoff Group held 500 shares of Unum worth $38.8K as of Q4 2025.
  • Nalls Sherbakoff Group left its Unum share count unchanged in Q4 2025.
  • Unum made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #226 holding.
  • Nalls Sherbakoff Group first reported a position in Unum in Q1 2023 and has held it in 8 quarters since.
  • Nalls Sherbakoff Group's Unum position peaked at $40.7K in Q1 2025.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.