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UNM icon

NewEdge Advisors’s Unum UNM Stock Holding History

NewEdge 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 		$412K Sell
5,645
-356
-6% -$26.6K ﹤0.01% 2135
2025
Q4 		$465K Buy
6,001
+220
+4% +$16.8K ﹤0.01% 2022
2025
Q3 		$450K Buy
5,781
+341
+6% +$25.6K ﹤0.01% 1897
2025
Q2 		$439K Buy
5,440
+124
+2% +$9.79K ﹤0.01% 1772
2025
Q1 		$433K Sell
5,316
-698
-12% -$53.8K ﹤0.01% 1662
2024
Q4 		$439K Buy
6,014
+326
+6% +$22.5K ﹤0.01% 1637
2024
Q3 		$338K Sell
5,688
-298
-5% -$16.2K ﹤0.01% 1732
2024
Q2 		$306K Sell
5,986
-98
-2% -$5.07K ﹤0.01% 1706
2024
Q1 		$326K Buy
6,084
+4,440
+270% +$216K ﹤0.01% 1599
2023
Q4 		$74.3K Sell
1,644
-21,483
-93% -$978K ﹤0.01% 2075
2023
Q3 		$1.14M Buy
23,127
+15,407
+200% +$753K 0.01% 809
2023
Q2 		$368K Sell
7,720
-123
-2% -$5.37K ﹤0.01% 1362
2023
Q1 		$310K Sell
7,843
-113
-1% -$4.67K ﹤0.01% 1362
2022
Q4 		$273K Sell
7,956
-11,922
-60% -$500K 0.01% 1049
2022
Q3 		$771K Buy
19,878
+12,590
+173% +$460K 0.01% 759
2022
Q2 		$248K Buy
+7,288
New +$247K ﹤0.01% 1297
2017
Q3 		– Sell
-298
Closed -$14.2K – 1085
2017
Q2 		$14.2K Buy
+298
New +$13.7K ﹤0.01% 839

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

NewEdge Advisors's UNM Position: Q1 2026 in Review

NewEdge Advisors reduced its Unum (UNM) stake by 5.9% in Q1 2026, selling an estimated $26.6K and leaving 5,645 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

NewEdge Advisors first reported a position in UNM in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.14M in Q3 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • NewEdge Advisors held 5,645 shares of Unum worth $412K as of Q1 2026.
  • NewEdge Advisors sold 356 Unum shares in Q1 2026, an estimated $26.6K.
  • Unum made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2135 holding.
  • NewEdge Advisors first reported a position in Unum in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's Unum position peaked at $1.14M in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.