Paradiem’s Unum UNM Stock Holding History

Paradiem’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	-45,556	Closed	-$3.53M	–	75
2025 Q4	$3.53M	Sell	45,556 -111,179	-71%	-$8.5M	0.84%	29
2025 Q3	$12.2M	Buy	156,735 +13,165	+9%	+$987K	2.84%	20
2025 Q2	$11.6M	Buy	+143,570	New	+$11.3M	2.93%	12

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

Paradiem's UNM Position: Q1 2026 in Review

Paradiem sold out of Unum (UNM) in Q1 2026, closing a stake of 45,556 shares — an estimated $3.53M sold.

Paradiem first reported a position in UNM in Q2 2025 and held it in 3 quarters. The position peaked at $12.2M in Q3 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Paradiem reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Paradiem sold 45,556 Unum shares in Q1 2026, an estimated $3.53M.
Paradiem first reported a position in Unum in Q2 2025 and held it in 3 quarters.
Paradiem's Unum position peaked at $12.2M in Q3 2025.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Paradiem's 13F filing for Q1 2026, filed 4 May 2026.