SC
UNM icon

Swan Capital’s Unum UNM Stock Holding History

Swan Capital’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 		$21.9K Buy
+300
New +$22.4K 0.01% 121

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

Swan Capital's UNM Position: Q1 2026 in Review

Swan Capital opened a new position in Unum (UNM) in Q1 2026: 300 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #121 among its holdings.

692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Swan Capital held 300 shares of Unum worth $21.9K as of Q1 2026.
  • Unum was a new Swan Capital position in Q1 2026.
  • Unum made up 0.01% of Swan Capital's portfolio in Q1 2026, its #121 holding.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.