NP
UNM icon

NorthRock Partners’s Unum UNM Stock Holding History

NorthRock Partners’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
-5,218
Closed -$404K – 721
2025
Q4 		$404K Sell
5,218
-3,199
-38% -$245K 0.01% 411
2025
Q3 		$655K Buy
8,417
+644
+8% +$48.3K 0.01% 454
2025
Q2 		$628K Buy
7,773
+966
+14% +$76.3K 0.02% 345
2025
Q1 		$554K Sell
6,807
-477
-7% -$36.8K 0.02% 329
2024
Q4 		$532K Buy
7,284
+246
+3% +$17K 0.02% 341
2024
Q3 		$418K Buy
7,038
+195
+3% +$10.6K 0.01% 408
2024
Q2 		$350K Buy
6,843
+139
+2% +$7.19K 0.01% 432
2024
Q1 		$360K Buy
6,704
+632
+10% +$30.8K 0.01% 437
2023
Q4 		$275K Buy
6,072
+1,590
+35% +$72.4K 0.01% 474
2023
Q3 		$220K Buy
4,482
+187
+4% +$9.14K 0.02% 311
2023
Q2 		$205K Buy
+4,295
New +$187K 0.02% 297
2023
Q1 		– Sell
-5,187
Closed -$213K – 363
2022
Q4 		$213K Sell
5,187
-3
-0.1% -$126 0.02% 316
2022
Q3 		$201K Buy
+5,190
New +$190K 0.02% 288

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

NorthRock Partners's UNM Position: Q1 2026 in Review

NorthRock Partners sold out of Unum (UNM) in Q1 2026, closing a stake of 5,218 shares — an estimated $404K sold.

NorthRock Partners first reported a position in UNM in Q3 2022 and held it in 13 quarters. The position peaked at $655K in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • NorthRock Partners reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • NorthRock Partners sold 5,218 Unum shares in Q1 2026, an estimated $404K.
  • NorthRock Partners first reported a position in Unum in Q3 2022 and held it in 13 quarters.
  • NorthRock Partners's Unum position peaked at $655K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.