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UNM icon

&Partners’s Unum UNM Stock Holding History

&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 		$1.1M Buy
14,312
+8,001
+127% +$597K 0.01% 1240
2025
Q4 		$489K Sell
6,311
-53
-0.8% -$4.05K ﹤0.01% 1621
2025
Q3 		$495K Sell
6,364
-1,952
-23% -$146K ﹤0.01% 1448
2025
Q2 		$672K Sell
8,316
-85
-1% -$6.71K 0.01% 1190
2025
Q1 		$676K Sell
8,401
-180
-2% -$13.9K 0.01% 996
2024
Q4 		$632K Buy
8,581
+3,834
+81% +$264K 0.01% 969
2024
Q3 		$282K Buy
4,747
+574
+14% +$31.2K 0.01% 1132
2024
Q2 		$213K Buy
+4,173
New +$216K 0.01% 829

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

&Partners's UNM Position: Q1 2026 in Review

&Partners increased its Unum (UNM) stake by 127% in Q1 2026, buying an estimated $597K and bringing the position to 14,312 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1240.

&Partners first reported a position in UNM in Q2 2024 and has held it in 8 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • &Partners held 14,312 shares of Unum worth $1.1M as of Q1 2026.
  • &Partners bought 8,001 Unum shares in Q1 2026, an estimated $597K.
  • Unum made up 0.01% of &Partners's portfolio in Q1 2026, its #1240 holding.
  • &Partners first reported a position in Unum in Q2 2024 and has held it in 8 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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