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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
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

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

Salomon & Ludwin's UNM Position: Q1 2026 in Review

Salomon & Ludwin held its Unum (UNM) position steady in Q1 2026 at 99 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Salomon & Ludwin first reported a position in UNM in Q1 2024 and has held it in 4 quarters since. The position peaked at $27.6K in Q1 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Salomon & Ludwin held 99 shares of Unum worth $7.34K as of Q1 2026.
  • Salomon & Ludwin left its Unum share count unchanged in Q1 2026.
  • Unum made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1642 holding.
  • Salomon & Ludwin first reported a position in Unum in Q1 2024 and has held it in 4 quarters since.
  • Salomon & Ludwin's Unum position peaked at $27.6K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.