S
UNM icon

SignatureFD’s Unum UNM Stock Holding History

SignatureFD’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 		$1.34M Buy
18,297
+245
+1% +$18.3K 0.02% 325
2025
Q4 		$1.4M Buy
18,052
+79
+0.4% +$6.04K 0.02% 300
2025
Q3 		$1.4M Sell
17,973
-144
-0.8% -$10.8K 0.02% 301
2025
Q2 		$1.46M Sell
18,117
-702
-4% -$55.4K 0.02% 267
2025
Q1 		$1.53M Sell
18,819
-22
-0.1% -$1.7K 0.03% 237
2024
Q4 		$1.38M Sell
18,841
-181
-1% -$12.5K 0.03% 244
2024
Q3 		$1.13M Sell
19,022
-684
-3% -$37.1K 0.02% 301
2024
Q2 		$1.01M Sell
19,706
-67
-0.3% -$3.47K 0.02% 301
2024
Q1 		$1.06M Sell
19,773
-3,363
-15% -$164K 0.02% 289
2023
Q4 		$1.05M Sell
23,136
-687
-3% -$31.3K 0.02% 277
2023
Q3 		$1.17M Sell
23,823
-58
-0.2% -$2.83K 0.03% 224
2023
Q2 		$1.14M Buy
23,881
+984
+4% +$42.9K 0.03% 229
2023
Q1 		$906K Buy
22,897
+861
+4% +$35.6K 0.02% 264
2022
Q4 		$904K Sell
22,036
-238
-1% -$9.97K 0.03% 246
2022
Q3 		$864K Buy
22,274
+420
+2% +$15.4K 0.03% 221
2022
Q2 		$743K Sell
21,854
-346
-2% -$11.7K 0.03% 265
2022
Q1 		$700K Buy
22,200
+260
+1% +$7.26K 0.02% 291
2021
Q4 		$539K Sell
21,940
-462
-2% -$11.8K 0.02% 367
2021
Q3 		$561K Sell
22,402
-5
-0% -$132 0.02% 333
2021
Q2 		$636K Sell
22,407
-1,129
-5% -$33.2K 0.03% 291
2021
Q1 		$655K Sell
23,536
-2,733
-10% -$70.9K 0.03% 246
2020
Q4 		$603K Buy
26,269
+2,396
+10% +$49.5K 0.03% 222
2020
Q3 		$402K Buy
23,873
+1,821
+8% +$32.4K 0.02% 291
2020
Q2 		$366K Buy
22,052
+4,654
+27% +$73.4K 0.02% 281
2020
Q1 		$261K Buy
17,398
+13,478
+344% +$324K 0.02% 335
2019
Q4 		$114K Buy
3,920
+412
+12% +$12K 0.01% 661
2019
Q3 		$104K Buy
3,508
+886
+34% +$26.3K 0.01% 633
2019
Q2 		$88K Sell
2,622
-800
-23% -$27.7K 0.01% 676
2019
Q1 		$116K Buy
3,422
+529
+18% +$18.4K 0.01% 572
2018
Q4 		$85K Sell
2,893
-531
-16% -$18.6K 0.01% 648
2018
Q3 		$134K Buy
3,424
+111
+3% +$4.14K 0.01% 537
2018
Q2 		$123K Buy
3,313
+1,615
+95% +$67.4K 0.01% 545
2018
Q1 		$81K Buy
+1,698
New +$88.7K 0.01% 603
2016
Q4 		– Sell
-1,295
Closed -$46K – 1170
2016
Q3 		$46K Buy
1,295
+567
+78% +$19.2K 0.01% 555
2016
Q2 		$23K Buy
728
+155
+27% +$5.24K ﹤0.01% 686
2016
Q1 		$18K Buy
573
+503
+719% +$14.8K ﹤0.01% 705
2015
Q4 		$2K Hold
70
– – ﹤0.01% 1116
2015
Q3 		$2K Sell
70
-201
-74% -$6.92K ﹤0.01% 1056
2015
Q2 		$10K Buy
271
+253
+1,406% +$8.85K ﹤0.01% 630
2015
Q1 		$1K Sell
18
-296
-94% -$9.82K ﹤0.01% 911
2014
Q4 		$11K Sell
314
-304
-49% -$10.3K ﹤0.01% 492
2014
Q3 		$21K Buy
618
+600
+3,333% +$21.1K 0.01% 356
2014
Q2 		$1K Hold
18
– – ﹤0.01% 819
2014
Q1 		$1K Hold
18
– – ﹤0.01% 733
2013
Q4 		$1K Hold
18
– – ﹤0.01% 676
2013
Q3 		$1K Buy
18
+8
+80% +$246 ﹤0.01% 619
2013
Q2 		$0 Buy
+10
New +$278 ﹤0.01% 627

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

SignatureFD's UNM Position: Q1 2026 in Review

SignatureFD increased its Unum (UNM) stake by 1.4% in Q1 2026, buying an estimated $18.3K and bringing the position to 18,297 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #325.

SignatureFD first reported a position in UNM in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.53M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • SignatureFD held 18,297 shares of Unum worth $1.34M as of Q1 2026.
  • SignatureFD bought 245 Unum shares in Q1 2026, an estimated $18.3K.
  • Unum made up 0.02% of SignatureFD's portfolio in Q1 2026, its #325 holding.
  • SignatureFD first reported a position in Unum in Q2 2013 and has held it in 47 quarters since.
  • SignatureFD's Unum position peaked at $1.53M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.