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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
2023
Q4 		– Sell
-68,900
Closed -$33.9K – 2503
2023
Q3 		$33.9K Buy
+68,900
New +$3.37M ﹤0.01% 2062

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.