Northwestern Mutual Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $171K | Sell |
2,338
-106
| -4% | -$7.91K | ﹤0.01% | 1976 |
|
|
2025
Q4 | $189K | Sell |
2,444
-144
| -6% | -$11K | ﹤0.01% | 1899 |
|
|
2025
Q3 | $201K | Buy |
2,588
+31
| +1% | +$2.32K | ﹤0.01% | 1792 |
|
|
2025
Q2 | $206K | Buy |
2,557
+493
| +24% | +$38.9K | ﹤0.01% | 1728 |
|
|
2025
Q1 | $168K | Buy |
2,064
+104
| +5% | +$8.02K | ﹤0.01% | 1731 |
|
|
2024
Q4 | $143K | Sell |
1,960
-44
| -2% | -$3.03K | ﹤0.01% | 1789 |
|
|
2024
Q3 | $119K | Sell |
2,004
-4,361
| -69% | -$237K | ﹤0.01% | 1831 |
|
|
2024
Q2 | $325K | Sell |
6,365
-105
| -2% | -$5.43K | ﹤0.01% | 1394 |
|
|
2024
Q1 | $347K | Sell |
6,470
-2,711
| -30% | -$132K | ﹤0.01% | 1354 |
|
|
2023
Q4 | $415K | Buy |
9,181
+112
| +1% | +$5.1K | ﹤0.01% | 1270 |
|
|
2023
Q3 | $446K | Buy |
9,069
+917
| +11% | +$44.8K | ﹤0.01% | 1199 |
|
|
2023
Q2 | $389K | Buy |
8,152
+813
| +11% | +$35.5K | ﹤0.01% | 1241 |
|
|
2023
Q1 | $290K | Buy |
7,339
+569
| +8% | +$23.5K | ﹤0.01% | 1311 |
|
|
2022
Q4 | $278K | Sell |
6,770
-412
| -6% | -$17.3K | ﹤0.01% | 1302 |
|
|
2022
Q3 | $279K | Buy |
7,182
+2,964
| +70% | +$108K | ﹤0.01% | 1277 |
|
|
2022
Q2 | $143K | Buy |
+4,218
| New | +$143K | ﹤0.01% | 1508 |
|
|
2022
Q1 | – | Sell |
-11,626
| Closed | -$285K | – | 3411 |
|
|
2021
Q4 | $285K | Sell |
11,626
-690
| -6% | -$17.7K | ﹤0.01% | 1291 |
|
|
2021
Q3 | $308K | Buy |
12,316
+331
| +3% | +$8.76K | ﹤0.01% | 1186 |
|
|
2021
Q2 | $341K | Buy |
11,985
+3,450
| +40% | +$101K | ﹤0.01% | 1115 |
|
|
2021
Q1 | $238K | Buy |
8,535
+4,802
| +129% | +$125K | ﹤0.01% | 1179 |
|
|
2020
Q4 | $86K | Buy |
3,733
+523
| +16% | +$10.8K | ﹤0.01% | 1458 |
|
|
2020
Q3 | $54K | Buy |
3,210
+341
| +12% | +$6.06K | ﹤0.01% | 1481 |
|
|
2020
Q2 | $48K | Sell |
2,869
-4,228
| -60% | -$66.7K | ﹤0.01% | 1460 |
|
|
2020
Q1 | $107K | Buy |
7,097
+2,714
| +62% | +$65.3K | ﹤0.01% | 1088 |
|
|
2019
Q4 | $128K | Sell |
4,383
-2,277
| -34% | -$66.2K | ﹤0.01% | 1127 |
|
|
2019
Q3 | $198K | Buy |
6,660
+2,170
| +48% | +$64.4K | ﹤0.01% | 899 |
|
|
2019
Q2 | $150K | Buy |
4,490
+1
| +0% | +$35 | ﹤0.01% | 974 |
|
|
2019
Q1 | $151K | Buy |
4,489
+2,695
| +150% | +$93.8K | ﹤0.01% | 945 |
|
|
2018
Q4 | $53K | Buy |
1,794
+150
| +9% | +$5.25K | ﹤0.01% | 1231 |
|
|
2018
Q3 | $64K | Sell |
1,644
-100
| -6% | -$3.73K | ﹤0.01% | 1210 |
|
|
2018
Q2 | $65K | Buy |
1,744
+492
| +39% | +$20.5K | ﹤0.01% | 1140 |
|
|
2018
Q1 | $59K | Buy |
1,252
+508
| +68% | +$26.5K | ﹤0.01% | 1138 |
|
|
2017
Q4 | $41K | Buy |
744
+14
| +2% | +$752 | ﹤0.01% | 1226 |
|
|
2017
Q3 | $37K | Buy |
730
+364
| +99% | +$17.8K | ﹤0.01% | 1227 |
|
|
2017
Q2 | $17K | Buy |
366
+124
| +51% | +$5.7K | ﹤0.01% | 1448 |
|
|
2017
Q1 | $12K | Sell |
242
-781
| -76% | -$36.6K | ﹤0.01% | 1496 |
|
|
2016
Q4 | $46K | Buy |
+1,023
| New | +$40.9K | ﹤0.01% | 1055 |
|
|
2016
Q3 | – | Sell |
-829
| Closed | -$25K | – | 1451 |
|
|
2016
Q2 | $25K | Sell |
829
-198
| -19% | -$6.7K | ﹤0.01% | 1100 |
|
|
2016
Q1 | $31K | Buy |
+1,027
| New | +$30.1K | ﹤0.01% | 1046 |
|
|
2015
Q2 | – | Sell |
-420
| Closed | -$14K | – | 1640 |
|
|
2015
Q1 | $14K | Buy |
420
+120
| +40% | +$3.98K | ﹤0.01% | 958 |
|
|
2014
Q4 | $10K | Buy |
300
+201
| +203% | +$6.79K | ﹤0.01% | 1081 |
|
|
2014
Q3 | $4K | Buy |
+99
| New | +$3.48K | ﹤0.01% | 1080 |
|
Other funds holding UNM
VPM
VCM
Northwestern Mutual Wealth Management's UNM Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its Unum (UNM) stake by 4.3% in Q1 2026, selling an estimated $7.91K and leaving 2,338 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.
Northwestern Mutual Wealth Management first reported a position in UNM in Q3 2014 and has held it in 42 quarters since. The position peaked at $446K in Q3 2023. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Northwestern Mutual Wealth Management held 2,338 shares of Unum worth $171K as of Q1 2026.
- Northwestern Mutual Wealth Management sold 106 Unum shares in Q1 2026, an estimated $7.91K.
- Unum made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1976 holding.
- Northwestern Mutual Wealth Management first reported a position in Unum in Q3 2014 and has held it in 42 quarters since.
- Northwestern Mutual Wealth Management's Unum position peaked at $446K in Q3 2023.
- 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.