RWM
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Rialto Wealth Management’s Unum UNM Stock Holding History

Rialto Wealth 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 		$2.34K Buy
32
+14
+78% +$1.04K ﹤0.01% 821
2025
Q4 		$1.4K Buy
18
+5
+38% +$382 ﹤0.01% 885
2025
Q3 		$1.01K Sell
13
-3
-19% -$225 ﹤0.01% 930
2025
Q2 		$1.29K Buy
16
+1
+7% +$79 ﹤0.01% 744
2025
Q1 		$1.22K Buy
+15
New +$1.16K ﹤0.01% 630

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

Rialto Wealth Management's UNM Position: Q1 2026 in Review

Rialto Wealth Management increased its Unum (UNM) stake by 78% in Q1 2026, buying an estimated $1.04K and bringing the position to 32 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Rialto Wealth Management first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Rialto Wealth Management held 32 shares of Unum worth $2.34K as of Q1 2026.
  • Rialto Wealth Management bought 14 Unum shares in Q1 2026, an estimated $1.04K.
  • Unum made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #821 holding.
  • Rialto Wealth Management first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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