Salomon & Ludwin
UNM icon

Salomon & Ludwin’s Unum UNM Stock Holding History

Salomon & Ludwin’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
Q3 		$8.68K Hold
99
– – ﹤0.01% 1362
2026
Q2 		$9.05K Hold
99
– – ﹤0.01% 1628
2026
Q1 		$7.34K Hold
99
– – ﹤0.01% 1642
2025
Q4 		$7.75K Hold
99
– – ﹤0.01% 1588
2025
Q3 		$7.86K Buy
+99
New +$7.42K ﹤0.01% 1487
2024
Q2 		– Sell
-515
Closed -$27.6K – 830
2024
Q1 		$27.6K Buy
+515
New +$25.1K ﹤0.01% 438

Other funds holding UNM

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Salomon & Ludwin's UNM Position: Q3 2026 in Review

Salomon & Ludwin held its Unum (UNM) position steady in Q3 2026 at 99 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Salomon & Ludwin first reported a position in UNM in Q1 2024 and has held it in 6 quarters since. The position peaked at $27.6K in Q1 2024. 573 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Salomon & Ludwin held 99 shares of Unum worth $8.68K as of Q3 2026.
  • Salomon & Ludwin left its Unum share count unchanged in Q3 2026.
  • Unum made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1362 holding.
  • Salomon & Ludwin first reported a position in Unum in Q1 2024 and has held it in 6 quarters since.
  • Salomon & Ludwin's Unum position peaked at $27.6K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.