TCM
UNM icon

TD Capital Management’s Unum UNM Stock Holding History

TD Capital 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 		$413K Hold
5,657
– – 0.04% 86
2025
Q4 		$438K Hold
5,657
– – 0.04% 84
2025
Q3 		$440K Hold
5,657
– – 0.04% 81
2025
Q2 		$457K Hold
5,657
– – 0.04% 81
2025
Q1 		$461K Buy
+5,657
New +$436K 0.05% 75

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

TD Capital Management's UNM Position: Q1 2026 in Review

TD Capital Management held its Unum (UNM) position steady in Q1 2026 at 5,657 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #86.

TD Capital Management first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. The position peaked at $461K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • TD Capital Management held 5,657 shares of Unum worth $413K as of Q1 2026.
  • TD Capital Management left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.04% of TD Capital Management's portfolio in Q1 2026, its #86 holding.
  • TD Capital Management first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • TD Capital Management's Unum position peaked at $461K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.