NewEdge Wealth’s Unum UNM Stock Holding History

NewEdge Wealth’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	$260K	Sell	3,554 -1,385	-28%	-$103K	﹤0.01%	1009
2025 Q4	$383K	Buy	4,939 +1,388	+39%	+$106K	﹤0.01%	937
2025 Q3	$273K	Hold	3,551	–	–	﹤0.01%	902
2025 Q2	$243K	Sell	3,551 -62	-2%	-$4.9K	﹤0.01%	883
2025 Q1	$294K	Sell	3,613 -150	-4%	-$11.6K	0.01%	777
2024 Q4	$275K	Sell	3,763 -255	-6%	-$17.6K	﹤0.01%	788
2024 Q3	$239K	Buy	+4,018	New	+$218K	﹤0.01%	788

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

NewEdge Wealth's UNM Position: Q1 2026 in Review

NewEdge Wealth reduced its Unum (UNM) stake by 28% in Q1 2026, selling an estimated $103K and leaving 3,554 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

NewEdge Wealth first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $383K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

NewEdge Wealth held 3,554 shares of Unum worth $260K as of Q1 2026.
NewEdge Wealth sold 1,385 Unum shares in Q1 2026, an estimated $103K.
Unum made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1009 holding.
NewEdge Wealth first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's Unum position peaked at $383K in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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