RS
UNM icon

R Squared’s Unum UNM Stock Holding History

R Squared’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 		$395K Sell
5,410
-925
-15% -$69K 0.22% 133
2025
Q4 		$491K Buy
+6,335
New +$484K 0.23% 120
2025
Q1 		– Sell
-280
Closed -$20.4K – 1459
2024
Q4 		$20.4K Buy
+280
New +$19.3K 0.02% 863

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

R Squared's UNM Position: Q1 2026 in Review

R Squared reduced its Unum (UNM) stake by 15% in Q1 2026, selling an estimated $69K and leaving 5,410 shares worth $395K. The position accounts for 0.22% of the portfolio, ranked #133.

R Squared first reported a position in UNM in Q4 2024 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • R Squared held 5,410 shares of Unum worth $395K as of Q1 2026.
  • R Squared sold 925 Unum shares in Q1 2026, an estimated $69K.
  • Unum made up 0.22% of R Squared's portfolio in Q1 2026, its #133 holding.
  • R Squared first reported a position in Unum in Q4 2024 and has held it in 3 quarters since.
  • R Squared's Unum position peaked at $491K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.