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Perigon Wealth Management’s Unum UNM Stock Holding History

Perigon 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 		$271K Sell
3,717
-1,141
-23% -$85.2K ﹤0.01% 1059
2025
Q4 		$377K Buy
4,858
+323
+7% +$24.7K 0.01% 928
2025
Q3 		$353K Buy
4,535
+1,548
+52% +$116K 0.01% 882
2025
Q2 		$241K Buy
2,987
+198
+7% +$15.6K 0.01% 926
2025
Q1 		$227K Buy
+2,789
New +$215K 0.01% 915
2021
Q1 		– Sell
-1,637
Closed -$38K – 1008
2020
Q4 		$38K Buy
+1,637
New +$33.8K ﹤0.01% 833

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

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

Perigon Wealth Management reduced its Unum (UNM) stake by 23% in Q1 2026, selling an estimated $85.2K and leaving 3,717 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Perigon Wealth Management first reported a position in UNM in Q4 2020 and has held it in 6 quarters since. The position peaked at $377K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Perigon Wealth Management held 3,717 shares of Unum worth $271K as of Q1 2026.
  • Perigon Wealth Management sold 1,141 Unum shares in Q1 2026, an estimated $85.2K.
  • Unum made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1059 holding.
  • Perigon Wealth Management first reported a position in Unum in Q4 2020 and has held it in 6 quarters since.
  • Perigon Wealth Management's Unum position peaked at $377K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.