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UNM icon

StoneX Group’s Unum UNM Stock Holding History

StoneX Group’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
-4,334
Closed -$336K – 1229
2025
Q4 		$336K Buy
4,334
+223
+5% +$17.1K 0.01% 658
2025
Q3 		$320K Buy
4,111
+806
+24% +$60.4K 0.01% 671
2025
Q2 		$267K Sell
3,305
-1,564
-32% -$124K 0.01% 694
2025
Q1 		$397K Sell
4,869
-124
-2% -$9.56K 0.02% 539
2024
Q4 		$365K Buy
+4,993
New +$344K 0.02% 545

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

StoneX Group's UNM Position: Q1 2026 in Review

StoneX Group sold out of Unum (UNM) in Q1 2026, closing a stake of 4,334 shares — an estimated $336K sold.

StoneX Group first reported a position in UNM in Q4 2024 and held it in 5 quarters. The position peaked at $397K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • StoneX Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 4,334 Unum shares in Q1 2026, an estimated $336K.
  • StoneX Group first reported a position in Unum in Q4 2024 and held it in 5 quarters.
  • StoneX Group's Unum position peaked at $397K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.