Rockefeller Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38M | Buy |
18,954
+2,016
| +12% | +$150K | ﹤0.01% | 1467 |
|
|
2025
Q4 | $1.31M | Sell |
16,938
-106
| -0.6% | -$8.11K | ﹤0.01% | 1436 |
|
|
2025
Q3 | $1.33M | Buy |
17,044
+51
| +0.3% | +$3.82K | ﹤0.01% | 1306 |
|
|
2025
Q2 | $1.37M | Buy |
16,993
+715
| +4% | +$56.5K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $1.33M | Buy |
16,278
+375
| +2% | +$28.9K | ﹤0.01% | 1187 |
|
|
2024
Q4 | $1.16M | Sell |
15,903
-461
| -3% | -$31.8K | ﹤0.01% | 1199 |
|
|
2024
Q3 | $971K | Sell |
16,364
-680
| -4% | -$36.9K | ﹤0.01% | 1231 |
|
|
2024
Q2 | $872K | Sell |
17,044
-1,083
| -6% | -$56K | ﹤0.01% | 1258 |
|
|
2024
Q1 | $973K | Buy |
18,127
+381
| +2% | +$18.6K | ﹤0.01% | 1269 |
|
|
2023
Q4 | $802K | Buy |
17,746
+289
| +2% | +$13.2K | ﹤0.01% | 1219 |
|
|
2023
Q3 | $859K | Buy |
+17,457
| New | +$853K | ﹤0.01% | 1132 |
|
|
2023
Q1 | – | Sell |
-3,006
| Closed | -$123K | – | 3792 |
|
|
2022
Q4 | $123K | Buy |
3,006
+1,528
| +103% | +$64K | ﹤0.01% | 1922 |
|
|
2022
Q3 | $57K | Sell |
1,478
-12,141
| -89% | -$444K | ﹤0.01% | 2281 |
|
|
2022
Q2 | $462K | Sell |
13,619
-6,691
| -33% | -$226K | ﹤0.01% | 1295 |
|
|
2022
Q1 | $639K | Buy |
20,310
+329
| +2% | +$9.19K | ﹤0.01% | 1221 |
|
|
2021
Q4 | $490K | Buy |
19,981
+18,457
| +1,211% | +$472K | ﹤0.01% | 1328 |
|
|
2021
Q3 | $38K | Buy |
1,524
+83
| +6% | +$2.2K | ﹤0.01% | 2279 |
|
|
2021
Q2 | $40K | Sell |
1,441
-6
| -0.4% | -$176 | ﹤0.01% | 2182 |
|
|
2021
Q1 | $40K | Buy |
1,447
+235
| +19% | +$6.1K | ﹤0.01% | 1983 |
|
|
2020
Q4 | $27K | Buy |
1,212
+2
| +0.2% | +$41 | ﹤0.01% | 1894 |
|
|
2020
Q3 | $20K | Buy |
1,210
+93
| +8% | +$1.65K | ﹤0.01% | 1792 |
|
|
2020
Q2 | $19K | Sell |
1,117
-856
| -43% | -$13.5K | ﹤0.01% | 1697 |
|
|
2020
Q1 | $30K | Buy |
1,973
+1,897
| +2,496% | +$45.6K | ﹤0.01% | 1393 |
|
|
2019
Q4 | $2K | Sell |
76
-875
| -92% | -$25.4K | ﹤0.01% | 1942 |
|
|
2019
Q3 | $28K | Buy |
+951
| New | +$28.2K | ﹤0.01% | 1129 |
|
|
2019
Q2 | – | Sell |
-346
| Closed | -$11K | – | 1986 |
|
|
2019
Q1 | $11K | Buy |
346
+38
| +12% | +$1.32K | ﹤0.01% | 1454 |
|
|
2018
Q4 | $9K | Hold |
308
| – | – | ﹤0.01% | 724 |
|
|
2018
Q3 | $12K | Hold |
308
| – | – | ﹤0.01% | 558 |
|
|
2018
Q2 | $11K | Sell |
308
-417
| -58% | -$17.4K | ﹤0.01% | 590 |
|
|
2018
Q1 | $35K | Buy |
+725
| New | +$37.9K | ﹤0.01% | 435 |
|
Other funds holding UNM
VPM
VCM
Rockefeller Capital Management's UNM Position: Q1 2026 in Review
Rockefeller Capital Management increased its Unum (UNM) stake by 12% in Q1 2026, buying an estimated $150K and bringing the position to 18,954 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1467.
Rockefeller Capital Management first reported a position in UNM in Q1 2018 and has held it in 30 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Rockefeller Capital Management held 18,954 shares of Unum worth $1.38M as of Q1 2026.
- Rockefeller Capital Management bought 2,016 Unum shares in Q1 2026, an estimated $150K.
- Unum made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1467 holding.
- Rockefeller Capital Management first reported a position in Unum in Q1 2018 and has held it in 30 quarters since.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.