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Sowell Financial Services’s Unum UNM Stock Holding History

Sowell Financial Services’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 		– Sell
-23,651
Closed -$1.83M – 1191
2025
Q4 		$1.83M Buy
23,651
+664
+3% +$50.8K 0.07% 304
2025
Q3 		$1.79M Buy
22,987
+987
+4% +$74K 0.07% 310
2025
Q2 		$1.78M Sell
22,000
-1,537
-7% -$121K 0.07% 290
2025
Q1 		$1.92M Sell
23,537
-1,397
-6% -$108K 0.09% 247
2024
Q4 		$1.82M Buy
24,934
+689
+3% +$47.5K 0.1% 229
2024
Q3 		$1.44M Sell
24,245
-310
-1% -$16.8K 0.07% 289
2024
Q2 		$1.25M Buy
24,555
+11
+0% +$569 0.06% 302
2024
Q1 		$1.32M Buy
24,544
+1,606
+7% +$78.3K 0.06% 304
2023
Q4 		$1.04M Buy
22,938
+1,888
+9% +$86K 0.06% 319
2023
Q3 		$1.03M Sell
21,050
-1,017
-5% -$49.7K 0.07% 305
2023
Q2 		$1.05M Buy
22,067
+12,935
+142% +$564K 0.06% 346
2023
Q1 		$361K Buy
+9,132
New +$377K 0.03% 514
2021
Q2 		– Sell
-7,580
Closed -$228K – 2598
2021
Q1 		$228K Sell
7,580
-10,849
-59% -$282K 0.01% 978
2020
Q4 		$423K Buy
18,429
+16,341
+783% +$338K 0.02% 571
2020
Q3 		$35K Buy
2,088
+1,311
+169% +$23.3K ﹤0.01% 1338
2020
Q2 		$13K Buy
777
+36
+5% +$568 ﹤0.01% 1607
2020
Q1 		$11K Sell
741
-6,376
-90% -$153K ﹤0.01% 1590
2019
Q4 		$208K Buy
7,117
+6,182
+661% +$180K 0.02% 700
2019
Q3 		$28K Buy
+935
New +$27.8K ﹤0.01% 1178
2018
Q4 		– Sell
-9,769
Closed -$382K – 535
2018
Q3 		$382K Buy
9,769
+3,026
+45% +$113K 0.06% 240
2018
Q2 		$236K Buy
+6,743
New +$281K 0.05% 252
2017
Q1 		– Sell
-312
Closed -$15K – 548
2016
Q4 		$15K Buy
+312
New +$12.5K 0.01% 451

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sowell Financial Services's UNM Position: Q1 2026 in Review

Sowell Financial Services sold out of Unum (UNM) in Q1 2026, closing a stake of 23,651 shares — an estimated $1.83M sold.

Sowell Financial Services first reported a position in UNM in Q4 2016 and held it in 22 quarters. The position peaked at $1.92M in Q1 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Sowell Financial Services reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 23,651 Unum shares in Q1 2026, an estimated $1.83M.
  • Sowell Financial Services first reported a position in Unum in Q4 2016 and held it in 22 quarters.
  • Sowell Financial Services's Unum position peaked at $1.92M in Q1 2025.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.