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Naples Global Advisors’s Unum UNM Stock Holding History

Naples Global 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 		$2.42M Buy
33,100
+3
+0% +$224 0.18% 147
2025
Q4 		$2.57M Sell
33,097
-45
-0.1% -$3.44K 0.19% 129
2025
Q3 		$2.58M Sell
33,142
-1,617
-5% -$121K 0.2% 124
2025
Q2 		$2.81M Sell
34,759
-768
-2% -$60.7K 0.24% 107
2025
Q1 		$2.89M Sell
35,527
-548
-2% -$42.2K 0.28% 102
2024
Q4 		$2.63M Buy
36,075
+203
+0.6% +$14K 0.25% 110
2024
Q3 		$2.13M Sell
35,872
-897
-2% -$48.7K 0.2% 134
2024
Q2 		$1.88M Sell
36,769
-1,397
-4% -$72.3K 0.19% 145
2024
Q1 		$2.05M Buy
38,166
+503
+1% +$24.5K 0.21% 137
2023
Q4 		$1.7M Buy
37,663
+330
+0.9% +$15K 0.19% 152
2023
Q3 		$1.84M Sell
37,333
-517
-1% -$25.3K 0.22% 125
2023
Q2 		$1.81M Buy
37,850
+460
+1% +$20.1K 0.21% 134
2023
Q1 		$1.48M Sell
37,390
-1,100
-3% -$45.4K 0.18% 160
2022
Q4 		$1.58M Sell
38,490
-3,505
-8% -$147K 0.2% 154
2022
Q3 		$1.63M Sell
41,995
-1,350
-3% -$49.4K 0.22% 134
2022
Q2 		$1.48M Sell
43,345
-300
-0.7% -$10.2K 0.19% 155
2022
Q1 		$1.38M Buy
43,645
+1,200
+3% +$33.5K 0.16% 173
2021
Q4 		$1.04M Buy
42,445
+4,600
+12% +$118K 0.12% 202
2021
Q3 		$948K Buy
37,845
+5,050
+15% +$134K 0.12% 204
2021
Q2 		$931K Buy
32,795
+5,000
+18% +$147K 0.13% 201
2021
Q1 		$774K Buy
27,795
+1,550
+6% +$40.2K 0.12% 212
2020
Q4 		$602K Buy
+26,245
New +$543K 0.1% 223

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

Naples Global Advisors's UNM Position: Q1 2026 in Review

Naples Global Advisors increased its Unum (UNM) stake by 0.01% in Q1 2026, buying an estimated $224 and bringing the position to 33,100 shares worth $2.42M. The position accounts for 0.18% of the portfolio, ranked #147.

Naples Global Advisors first reported a position in UNM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.89M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Naples Global Advisors held 33,100 shares of Unum worth $2.42M as of Q1 2026.
  • Naples Global Advisors bought 3 Unum shares in Q1 2026, an estimated $224.
  • Unum made up 0.18% of Naples Global Advisors's portfolio in Q1 2026, its #147 holding.
  • Naples Global Advisors first reported a position in Unum in Q4 2020 and has held it in 22 quarters since.
  • Naples Global Advisors's Unum position peaked at $2.89M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.