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NewSquare Capital’s Unum UNM Stock Holding History

NewSquare Capital’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 		$5.72M Sell
78,267
-564
-0.7% -$42.1K 0.5% 66
2025
Q4 		$6.11M Sell
78,831
-32,374
-29% -$2.48M 0.54% 49
2025
Q3 		$8.65M Sell
111,205
-1,626
-1% -$122K 0.59% 46
2025
Q2 		$8.86M Buy
112,831
+4,816
+4% +$380K 0.66% 41
2025
Q1 		$8.55M Sell
108,015
-79,836
-42% -$6.15M 0.7% 39
2024
Q4 		$13.5M Sell
187,851
-787
-0.4% -$54.3K 1.08% 24
2024
Q3 		$11M Sell
188,638
-1,108
-0.6% -$60.2K 0.88% 30
2024
Q2 		$9.54M Buy
189,746
+8,333
+5% +$431K 0.82% 30
2024
Q1 		$9.57M Sell
181,413
-46,719
-20% -$2.28M 0.85% 29
2023
Q4 		$10.2M Buy
228,132
+10,021
+5% +$456K 0.97% 27
2023
Q3 		$10.6M Buy
218,111
+6,927
+3% +$339K 1.12% 24
2023
Q2 		$10.1M Buy
211,184
+9,932
+5% +$433K 1.05% 25
2023
Q1 		$7.96M Buy
201,252
+16,562
+9% +$684K 0.94% 24
2022
Q4 		$7.58M Buy
184,690
+13,935
+8% +$584K 0.95% 28
2022
Q3 		$6.63M Buy
170,755
+8,426
+5% +$308K 0.83% 31
2022
Q2 		$5.52M Buy
162,329
+17,984
+12% +$609K 0.71% 40
2022
Q1 		$4.55M Buy
+144,345
New +$4.03M 0.48% 58
2021
Q1 		– Sell
-300
Closed -$7K – 368
2020
Q4 		$7K Buy
+300
New +$6.2K ﹤0.01% 269

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

NewSquare Capital's UNM Position: Q1 2026 in Review

NewSquare Capital reduced its Unum (UNM) stake by 0.72% in Q1 2026, selling an estimated $42.1K and leaving 78,267 shares worth $5.72M. The position accounts for 0.5% of the portfolio, ranked #66.

NewSquare Capital first reported a position in UNM in Q4 2020 and has held it in 18 quarters since. The position peaked at $13.5M in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • NewSquare Capital held 78,267 shares of Unum worth $5.72M as of Q1 2026.
  • NewSquare Capital sold 564 Unum shares in Q1 2026, an estimated $42.1K.
  • Unum made up 0.5% of NewSquare Capital's portfolio in Q1 2026, its #66 holding.
  • NewSquare Capital first reported a position in Unum in Q4 2020 and has held it in 18 quarters since.
  • NewSquare Capital's Unum position peaked at $13.5M in Q4 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.