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Smartleaf Asset Management’s Unum UNM Stock Holding History

Smartleaf Asset 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 		$210K Buy
2,883
+102
+4% +$7.61K 0.01% 765
2025
Q4 		$218K Buy
2,781
+149
+6% +$11.4K 0.01% 768
2025
Q3 		$204K Sell
2,632
-980
-27% -$73.4K 0.01% 725
2025
Q2 		$291K Sell
3,612
-636
-15% -$50.2K 0.03% 492
2025
Q1 		$340K Buy
4,248
+1,708
+67% +$132K 0.03% 443
2024
Q4 		$186K Buy
2,540
+574
+29% +$39.6K 0.02% 574
2024
Q3 		$115K Buy
1,966
+591
+43% +$32.1K 0.01% 665
2024
Q2 		$69.7K Buy
1,375
+178
+15% +$9.21K 0.01% 663
2024
Q1 		$64.3K Sell
1,197
-4,377
-79% -$213K 0.01% 624
2023
Q4 		$252K Buy
+5,574
New +$254K 0.07% 287

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

Smartleaf Asset Management's UNM Position: Q1 2026 in Review

Smartleaf Asset Management increased its Unum (UNM) stake by 3.7% in Q1 2026, buying an estimated $7.61K and bringing the position to 2,883 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #765.

Smartleaf Asset Management first reported a position in UNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $340K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Smartleaf Asset Management held 2,883 shares of Unum worth $210K as of Q1 2026.
  • Smartleaf Asset Management bought 102 Unum shares in Q1 2026, an estimated $7.61K.
  • Unum made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #765 holding.
  • Smartleaf Asset Management first reported a position in Unum in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Unum position peaked at $340K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.