PWM
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Paulson Wealth Management’s Unum UNM Stock Holding History

Paulson Wealth Management’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 		$282K Sell
3,857
-123
-3% -$9.18K 0.07% 111
2025
Q4 		$308K Hold
3,980
– – 0.07% 106
2025
Q3 		$310K Hold
3,980
– – 0.07% 110
2025
Q2 		$321K Buy
3,980
+69
+2% +$5.45K 0.08% 110
2025
Q1 		$319K Buy
3,911
+89
+2% +$6.86K 0.09% 101
2024
Q4 		$279K Sell
3,822
-1,461
-28% -$101K 0.08% 117
2024
Q3 		$314K Buy
5,283
+25
+0.5% +$1.36K 0.08% 111
2024
Q2 		$269K Sell
5,258
-205
-4% -$10.6K 0.08% 115
2024
Q1 		$293K Sell
5,463
-324
-6% -$15.8K 0.09% 111
2023
Q4 		$262K Sell
5,787
-620
-10% -$28.2K 0.08% 113
2023
Q3 		$315K Buy
6,407
+751
+13% +$36.7K 0.11% 99
2023
Q2 		$270K Buy
+5,656
New +$247K 0.09% 103

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

Paulson Wealth Management's UNM Position: Q1 2026 in Review

Paulson Wealth Management reduced its Unum (UNM) stake by 3.1% in Q1 2026, selling an estimated $9.18K and leaving 3,857 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #111.

Paulson Wealth Management first reported a position in UNM in Q2 2023 and has held it in 12 quarters since. The position peaked at $321K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Paulson Wealth Management held 3,857 shares of Unum worth $282K as of Q1 2026.
  • Paulson Wealth Management sold 123 Unum shares in Q1 2026, an estimated $9.18K.
  • Unum made up 0.07% of Paulson Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Paulson Wealth Management first reported a position in Unum in Q2 2023 and has held it in 12 quarters since.
  • Paulson Wealth Management's Unum position peaked at $321K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.