OneDigital Investment Advisors’s Unum UNM Stock Holding History

OneDigital Investment Advisors’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	-3,410	Closed	-$264K	–	1596
2025 Q4	$264K	Sell	3,410 -74	-2%	-$5.66K	﹤0.01%	1288
2025 Q3	$271K	Buy	3,484 +141	+4%	+$10.6K	﹤0.01%	1251
2025 Q2	$270K	Sell	3,343 -313	-9%	-$24.7K	﹤0.01%	1226
2025 Q1	$298K	Buy	+3,656	New	+$282K	﹤0.01%	1105
2019 Q1	–	Sell	-500	Closed	-$15K	–	1194
2018 Q4	$15K	Buy	+500	New	+$17.5K	﹤0.01%	767
2018 Q3	–	Sell	-450	Closed	-$17K	–	1244
2018 Q2	$17K	Buy	+450	New	+$18.8K	﹤0.01%	880

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

OneDigital Investment Advisors's UNM Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Unum (UNM) in Q1 2026, closing a stake of 3,410 shares — an estimated $264K sold.

OneDigital Investment Advisors first reported a position in UNM in Q2 2018 and held it in 6 quarters. The position peaked at $298K in Q1 2025. 695 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

OneDigital Investment Advisors reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 3,410 Unum shares in Q1 2026, an estimated $264K.
OneDigital Investment Advisors first reported a position in Unum in Q2 2018 and held it in 6 quarters.
OneDigital Investment Advisors's Unum position peaked at $298K in Q1 2025.
695 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.