SHP Wealth Management’s Unum UNM Stock Holding History

SHP 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	$26.1K	Buy	358 +32	+10%	+$2.39K	﹤0.01%	654
2025 Q4	$25.2K	Buy	+326	New	+$24.9K	﹤0.01%	632

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

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

SHP Wealth Management increased its Unum (UNM) stake by 9.8% in Q1 2026, buying an estimated $2.39K and bringing the position to 358 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

SHP Wealth Management first reported a position in UNM in Q4 2025 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

SHP Wealth Management held 358 shares of Unum worth $26.1K as of Q1 2026.
SHP Wealth Management bought 32 Unum shares in Q1 2026, an estimated $2.39K.
Unum made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #654 holding.
SHP Wealth Management first reported a position in Unum in Q4 2025 and has held it in 2 quarters since.
695 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.