PAG
UNM icon

Private Advisor Group’s Unum UNM Stock Holding History

Private Advisor Group’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 		$627K Sell
8,581
-287
-3% -$21.4K ﹤0.01% 1714
2025
Q4 		$687K Sell
8,868
-1,036
-10% -$79.2K ﹤0.01% 1636
2025
Q3 		$770K Sell
9,904
-23,090
-70% -$1.73M ﹤0.01% 1522
2025
Q2 		$2.66M Buy
32,994
+2,173
+7% +$172K 0.01% 850
2025
Q1 		$2.51M Buy
30,821
+2,222
+8% +$171K 0.02% 799
2024
Q4 		$2.09M Sell
28,599
-470
-2% -$32.4K 0.01% 859
2024
Q3 		$1.73M Sell
29,069
-412
-1% -$22.4K 0.01% 960
2024
Q2 		$1.51M Buy
29,481
+437
+2% +$22.6K 0.01% 986
2024
Q1 		$1.56M Sell
29,044
-6,777
-19% -$330K 0.01% 934
2023
Q4 		$1.62M Buy
35,821
+330
+0.9% +$15K 0.01% 865
2023
Q3 		$1.75M Sell
35,491
-1,875
-5% -$91.7K 0.02% 762
2023
Q2 		$1.81M Buy
37,366
+5,020
+16% +$219K 0.02% 758
2023
Q1 		$1.28M Sell
32,346
-837
-3% -$34.6K 0.01% 876
2022
Q4 		$1.05M Buy
33,183
+25,605
+338% +$1.07M 0.05% 348
2022
Q3 		$294K Buy
7,578
+1,004
+15% +$36.7K ﹤0.01% 1483
2022
Q2 		$224K Sell
6,574
-719
-10% -$24.3K ﹤0.01% 1786
2022
Q1 		$230K Sell
7,293
-16,666
-70% -$466K ﹤0.01% 1821
2021
Q4 		$589K Buy
23,959
+1,527
+7% +$39.1K ﹤0.01% 1372
2021
Q3 		$562K Buy
22,432
+13,813
+160% +$366K ﹤0.01% 1459
2021
Q2 		$245K Sell
8,619
-800
-8% -$23.5K ﹤0.01% 1739
2021
Q1 		$262K Buy
+9,419
New +$244K ﹤0.01% 1618
2020
Q3 		– Sell
-5,424
Closed -$90K – 3324
2020
Q2 		$90K Buy
+5,424
New +$85.6K ﹤0.01% 1771

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

Private Advisor Group's UNM Position: Q1 2026 in Review

Private Advisor Group reduced its Unum (UNM) stake by 3.2% in Q1 2026, selling an estimated $21.4K and leaving 8,581 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Private Advisor Group first reported a position in UNM in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.66M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Private Advisor Group held 8,581 shares of Unum worth $627K as of Q1 2026.
  • Private Advisor Group sold 287 Unum shares in Q1 2026, an estimated $21.4K.
  • Unum made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1714 holding.
  • Private Advisor Group first reported a position in Unum in Q2 2020 and has held it in 22 quarters since.
  • Private Advisor Group's Unum position peaked at $2.66M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.