Principal Street Partners’s Unum UNM Stock Holding History

Principal Street 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	$6.39M	Buy	87,501 +2,056	+2%	+$153K	1.04%	42
2025 Q4	$6.62M	Sell	85,445 -71	-0.1%	-$5.43K	1.12%	33
2025 Q3	$6.65M	Sell	85,516 -35,163	-29%	-$2.63M	1.06%	32
2025 Q2	$9.75M	Buy	120,679 +12,633	+12%	+$998K	0.96%	18
2025 Q1	$8.8M	Buy	108,046 +628	+0.6%	+$48.4K	1.64%	10
2024 Q4	$7.84M	Sell	107,418 -116	-0.1%	-$8K	1.54%	12
2024 Q3	$6.36M	Sell	107,534 -31,539	-23%	-$1.71M	1.04%	22
2024 Q2	$7.11M	Sell	139,073 -314	-0.2%	-$16.2K	1.27%	24
2024 Q1	$7.46M	Buy	+139,387	New	+$6.8M	1.41%	16

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

Principal Street Partners's UNM Position: Q1 2026 in Review

Principal Street Partners increased its Unum (UNM) stake by 2.4% in Q1 2026, buying an estimated $153K and bringing the position to 87,501 shares worth $6.39M. The position accounts for 1.04% of the portfolio, ranked #42.

Principal Street Partners first reported a position in UNM in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.75M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Principal Street Partners held 87,501 shares of Unum worth $6.39M as of Q1 2026.
Principal Street Partners bought 2,056 Unum shares in Q1 2026, an estimated $153K.
Unum made up 1.04% of Principal Street Partners's portfolio in Q1 2026, its #42 holding.
Principal Street Partners first reported a position in Unum in Q1 2024 and has held it in 9 quarters since.
Principal Street Partners's Unum position peaked at $9.75M in Q2 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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