Schulhoff & Co’s Unum UNM Stock Holding History

Schulhoff & Co’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	$292K	Hold	4,000	–	–	0.12%	116
2025 Q4	$310K	Hold	4,000	–	–	0.13%	110
2025 Q3	$311K	Hold	4,000	–	–	0.13%	105
2025 Q2	$323K	Hold	4,000	–	–	0.14%	101
2025 Q1	$326K	Hold	4,000	–	–	0.14%	100
2024 Q4	$292K	Hold	4,000	–	–	0.11%	102
2024 Q3	$238K	Hold	4,000	–	–	0.1%	117
2024 Q2	$204K	Hold	4,000	–	–	0.09%	122
2024 Q1	$215K	Buy	+4,000	New	+$195K	0.09%	117
2018 Q1	–	Sell	-4,000	Closed	-$219K	–	114
2017 Q4	$219K	Hold	4,000	–	–	0.12%	99
2017 Q3	$204K	Buy	+4,000	New	+$195K	0.12%	100

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schulhoff & Co's UNM Position: Q1 2026 in Review

Schulhoff & Co held its Unum (UNM) position steady in Q1 2026 at 4,000 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #116.

Schulhoff & Co first reported a position in UNM in Q3 2017 and has held it in 11 quarters since. The position peaked at $326K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Schulhoff & Co held 4,000 shares of Unum worth $292K as of Q1 2026.
Schulhoff & Co left its Unum share count unchanged in Q1 2026.
Unum made up 0.12% of Schulhoff & Co's portfolio in Q1 2026, its #116 holding.
Schulhoff & Co first reported a position in Unum in Q3 2017 and has held it in 11 quarters since.
Schulhoff & Co's Unum position peaked at $326K in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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