SWM
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Sculati Wealth Management’s Unum UNM Stock Holding History

Sculati Wealth Management’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 		$2.62M Sell
35,901
-185
-0.5% -$13.8K 0.97% 32
2025
Q4 		$2.8M Sell
36,086
-114
-0.3% -$8.72K 0.99% 31
2025
Q3 		$2.82M Sell
36,200
-38
-0.1% -$2.85K 0.99% 30
2025
Q2 		$2.93M Sell
36,238
-1,569
-4% -$124K 1.1% 28
2025
Q1 		$3.08M Sell
37,807
-1,094
-3% -$84.3K 1.25% 21
2024
Q4 		$2.84M Buy
38,901
+200
+0.5% +$13.8K 1.12% 25
2024
Q3 		$2.3M Buy
38,701
+791
+2% +$43K 0.92% 30
2024
Q2 		$1.94M Buy
37,910
+2,310
+6% +$120K 0.83% 43
2024
Q1 		$1.91M Buy
35,600
+10,006
+39% +$488K 0.82% 40
2023
Q4 		$1.16M Sell
25,594
-753
-3% -$34.3K 0.54% 58
2023
Q3 		$1.3M Sell
26,347
-4,580
-15% -$224K 0.66% 52
2023
Q2 		$1.48M Sell
30,927
-3,925
-11% -$171K 0.74% 46
2023
Q1 		$1.38M Sell
34,852
-7,318
-17% -$302K 0.73% 49
2022
Q4 		$1.73M Sell
42,170
-6,484
-13% -$272K 0.97% 34
2022
Q3 		$1.89M Sell
48,654
-3,475
-7% -$127K 1.11% 28
2022
Q2 		$1.77M Buy
52,129
+710
+1% +$24K 1.01% 31
2022
Q1 		$1.62M Buy
51,419
+3,835
+8% +$107K 0.79% 43
2021
Q4 		$1.17M Buy
47,584
+1,853
+4% +$47.4K 0.57% 53
2021
Q3 		$1.15M Buy
45,731
+2,705
+6% +$71.6K 0.61% 55
2021
Q2 		$1.22M Buy
43,026
+5,994
+16% +$176K 0.65% 47
2021
Q1 		$1.03M Buy
+37,032
New +$961K 0.59% 51

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

Sculati Wealth Management's UNM Position: Q1 2026 in Review

Sculati Wealth Management reduced its Unum (UNM) stake by 0.51% in Q1 2026, selling an estimated $13.8K and leaving 35,901 shares worth $2.62M. The position accounts for 0.97% of the portfolio, ranked #32.

Sculati Wealth Management first reported a position in UNM in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.08M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Sculati Wealth Management held 35,901 shares of Unum worth $2.62M as of Q1 2026.
  • Sculati Wealth Management sold 185 Unum shares in Q1 2026, an estimated $13.8K.
  • Unum made up 0.97% of Sculati Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Sculati Wealth Management first reported a position in Unum in Q1 2021 and has held it in 21 quarters since.
  • Sculati Wealth Management's Unum position peaked at $3.08M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.