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New Age Alpha Advisors’s Unum UNM Stock Holding History

New Age Alpha 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 		$6.04M Sell
82,678
-3,175
-4% -$237K 0.28% 94
2025
Q4 		$6.65M Buy
85,853
+4,855
+6% +$371K 0.29% 86
2025
Q3 		$6.3M Sell
80,998
-1,833
-2% -$137K 0.26% 92
2025
Q2 		$6.69M Sell
82,831
-12,968
-14% -$1.02M 0.29% 78
2025
Q1 		$7.8M Sell
95,799
-7,344
-7% -$566K 0.35% 63
2024
Q4 		$7.53M Buy
+103,143
New +$7.11M 0.3% 85

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

New Age Alpha Advisors's UNM Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Unum (UNM) stake by 3.7% in Q1 2026, selling an estimated $237K and leaving 82,678 shares worth $6.04M. The position accounts for 0.28% of the portfolio, ranked #94.

New Age Alpha Advisors first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.8M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • New Age Alpha Advisors held 82,678 shares of Unum worth $6.04M as of Q1 2026.
  • New Age Alpha Advisors sold 3,175 Unum shares in Q1 2026, an estimated $237K.
  • Unum made up 0.28% of New Age Alpha Advisors's portfolio in Q1 2026, its #94 holding.
  • New Age Alpha Advisors first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Unum position peaked at $7.8M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.