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TD Private Client Wealth’s Unum UNM Stock Holding History

TD Private Client Wealth’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 		$19.9K Sell
272
-7
-3% -$522 ﹤0.01% 1008
2025
Q4 		$21.6K Sell
279
-45
-14% -$3.44K ﹤0.01% 1001
2025
Q3 		$25.2K Hold
324
– – ﹤0.01% 959
2025
Q2 		$26.2K Hold
324
– – ﹤0.01% 948
2025
Q1 		$26.4K Buy
324
+7
+2% +$540 ﹤0.01% 903
2024
Q4 		$23.2K Hold
317
– – ﹤0.01% 955
2024
Q3 		$18.8K Hold
317
– – ﹤0.01% 976
2024
Q2 		$16.2K Hold
317
– – ﹤0.01% 976
2024
Q1 		$17K Sell
317
-18
-5% -$878 ﹤0.01% 969
2023
Q4 		$15.1K Sell
335
-20
-6% -$911 ﹤0.01% 992
2023
Q3 		$17.5K Sell
355
-17
-5% -$831 ﹤0.01% 956
2023
Q2 		$17.7K Sell
372
-32
-8% -$1.4K ﹤0.01% 964
2023
Q1 		$16K Hold
404
– – ﹤0.01% 972
2022
Q4 		$16.6K Sell
404
-35
-8% -$1.47K ﹤0.01% 940
2022
Q3 		$17K Sell
439
-7
-2% -$256 ﹤0.01% 934
2022
Q2 		$15.2K Sell
446
-296
-40% -$10K ﹤0.01% 956
2022
Q1 		$23.4K Sell
742
-420
-36% -$11.7K ﹤0.01% 921
2021
Q4 		$28.6K Sell
1,162
-530
-31% -$13.6K ﹤0.01% 820
2021
Q3 		$42.4K Sell
1,692
-357
-17% -$9.45K ﹤0.01% 772
2021
Q2 		$58.2K Buy
2,049
+19
+0.9% +$558 ﹤0.01% 712
2021
Q1 		$56.5K Buy
2,030
+320
+19% +$8.3K ﹤0.01% 687
2020
Q4 		$39.2K Sell
1,710
-94
-5% -$1.94K ﹤0.01% 690
2020
Q3 		$30.4K Buy
1,804
+82
+5% +$1.46K ﹤0.01% 685
2020
Q2 		$28.6K Buy
1,722
+377
+28% +$5.95K ﹤0.01% 681
2020
Q1 		$20.2K Buy
1,345
+620
+86% +$14.9K ﹤0.01% 687
2019
Q4 		$21.1K Buy
+725
New +$21.1K ﹤0.01% 700

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 Private Client Wealth's UNM Position: Q1 2026 in Review

TD Private Client Wealth reduced its Unum (UNM) stake by 2.5% in Q1 2026, selling an estimated $522 and leaving 272 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

TD Private Client Wealth first reported a position in UNM in Q4 2019 and has held it in 26 quarters since. The position peaked at $58.2K in Q2 2021. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • TD Private Client Wealth held 272 shares of Unum worth $19.9K as of Q1 2026.
  • TD Private Client Wealth sold 7 Unum shares in Q1 2026, an estimated $522.
  • Unum made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1008 holding.
  • TD Private Client Wealth first reported a position in Unum in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Unum position peaked at $58.2K in Q2 2021.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.