Redwood Investment Management’s Unum UNM Stock Holding History

Redwood Investment 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	$1.03M	Buy	14,155 +13	+0.1%	+$970	0.13%	156
2025 Q4	$1.1M	Sell	14,142 -1,332	-9%	-$102K	0.12%	145
2025 Q3	$1.2M	Sell	15,474 -1,419	-8%	-$106K	0.13%	153
2025 Q2	$1.36M	Buy	16,893 +833	+5%	+$65.8K	0.14%	195
2025 Q1	$1.31M	Sell	16,060 -3,440	-18%	-$265K	0.14%	198
2024 Q4	$1.42M	Sell	19,500 -8,915	-31%	-$615K	0.14%	212
2024 Q3	$1.67M	Buy	28,415 +1,122	+4%	+$60.9K	0.15%	175
2024 Q2	$1.44M	Buy	+27,293	New	+$1.41M	0.12%	187
2021 Q4	–	Sell	-44,748	Closed	-$1.12M	–	314
2021 Q3	$1.12M	Buy	+44,748	New	+$1.18M	0.16%	178

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Redwood Investment Management's UNM Position: Q1 2026 in Review

Redwood Investment Management increased its Unum (UNM) stake by 0.09% in Q1 2026, buying an estimated $970 and bringing the position to 14,155 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #156.

Redwood Investment Management first reported a position in UNM in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.67M in Q3 2024. 695 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Redwood Investment Management held 14,155 shares of Unum worth $1.03M as of Q1 2026.
Redwood Investment Management bought 13 Unum shares in Q1 2026, an estimated $970.
Unum made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #156 holding.
Redwood Investment Management first reported a position in Unum in Q3 2021 and has held it in 9 quarters since.
Redwood Investment Management's Unum position peaked at $1.67M in Q3 2024.
695 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.