Norden Group’s Unum UNM Stock Holding History

Norden 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	-2,637	Closed	-$204K	–	679
2025 Q4	$204K	Buy	2,637 +49	+2%	+$3.75K	0.02%	588
2025 Q3	$201K	Sell	2,588 -1,419	-35%	-$106K	0.02%	570
2025 Q2	$324K	Sell	4,007 -5,886	-59%	-$465K	0.04%	432
2025 Q1	$806K	Buy	+9,893	New	+$763K	0.09%	209

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

Norden Group's UNM Position: Q1 2026 in Review

Norden Group sold out of Unum (UNM) in Q1 2026, closing a stake of 2,637 shares — an estimated $204K sold.

Norden Group first reported a position in UNM in Q1 2025 and held it in 4 quarters. The position peaked at $806K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Norden Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Norden Group sold 2,637 Unum shares in Q1 2026, an estimated $204K.
Norden Group first reported a position in Unum in Q1 2025 and held it in 4 quarters.
Norden Group's Unum position peaked at $806K in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.