Newport Capital Group’s Unum UNM Stock Holding History

Newport Capital 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
2026 Q1	–	Sell	-4,444	Closed	-$344K	–	75
2025 Q4	$344K	Hold	4,444	–	–	0.21%	50
2025 Q3	$346K	Hold	4,444	–	–	0.22%	50
2025 Q2	$359K	Hold	4,444	–	–	0.24%	44
2025 Q1	$362K	Buy	4,444 +24	+0.5%	+$1.85K	0.26%	40
2024 Q4	$323K	Sell	4,420 -1,068	-19%	-$73.6K	0.24%	44
2024 Q3	$326K	Sell	5,488 -3,300	-38%	-$179K	0.24%	40
2024 Q2	$449K	Buy	+8,788	New	+$455K	0.36%	32
2023 Q3	$432K	Hold	8,788	–	–	0.4%	33
2023 Q2	$419K	Buy	+8,788	New	+$383K	0.21%	49

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

Newport Capital Group's UNM Position: Q1 2026 in Review

Newport Capital Group sold out of Unum (UNM) in Q1 2026, closing a stake of 4,444 shares — an estimated $344K sold.

Newport Capital Group first reported a position in UNM in Q2 2023 and held it in 9 quarters. The position peaked at $449K in Q2 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Newport Capital Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Newport Capital Group sold 4,444 Unum shares in Q1 2026, an estimated $344K.
Newport Capital Group first reported a position in Unum in Q2 2023 and held it in 9 quarters.
Newport Capital Group's Unum position peaked at $449K in Q2 2024.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Newport Capital Group's 13F filing for Q1 2026, filed 11 May 2026.