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Sanctuary Advisors’s Unum UNM Stock Holding History

Sanctuary Advisors’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 		$433K Buy
5,930
+2,716
+85% +$203K ﹤0.01% 1876
2025
Q4 		$249K Sell
3,214
-2,534
-44% -$194K ﹤0.01% 2138
2025
Q3 		$447K Sell
5,748
-2,311
-29% -$173K ﹤0.01% 1776
2025
Q2 		$651K Sell
8,059
-4,921
-38% -$389K ﹤0.01% 1470
2025
Q1 		$1.06M Sell
12,980
-2,862
-18% -$221K 0.01% 1106
2024
Q4 		$1.22M Sell
15,842
-6,170
-28% -$425K 0.01% 1140
2024
Q3 		$1.67M Sell
22,012
-469
-2% -$25.5K 0.01% 974
2024
Q2 		$1.14M Buy
+22,481
New +$1.16M 0.01% 1125

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

Sanctuary Advisors's UNM Position: Q1 2026 in Review

Sanctuary Advisors increased its Unum (UNM) stake by 85% in Q1 2026, buying an estimated $203K and bringing the position to 5,930 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Sanctuary Advisors first reported a position in UNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q3 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Sanctuary Advisors held 5,930 shares of Unum worth $433K as of Q1 2026.
  • Sanctuary Advisors bought 2,716 Unum shares in Q1 2026, an estimated $203K.
  • Unum made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1876 holding.
  • Sanctuary Advisors first reported a position in Unum in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Unum position peaked at $1.67M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.