TD Waterhouse Canada’s Unum UNM Stock Holding History

TD Waterhouse Canada’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	$152K	Buy	2,060 +209	+11%	+$15.6K	﹤0.01%	1098
2025 Q4	$143K	Sell	1,851 -448	-19%	-$34.3K	﹤0.01%	962
2025 Q3	$180K	Sell	2,299 -17,392	-88%	-$1.3M	﹤0.01%	899
2025 Q2	$1.62M	Buy	19,691 +17,915	+1,009%	+$1.41M	0.01%	464
2025 Q1	$146K	Buy	1,776 +105	+6%	+$8.09K	﹤0.01%	853
2024 Q4	$122K	Buy	1,671 +553	+49%	+$38.1K	﹤0.01%	895
2024 Q3	$67.1K	Buy	1,118 +1,117	+111,700%	+$60.7K	﹤0.01%	965
2024 Q2	$51	Buy	+1	New	+$52	﹤0.01%	1860
2024 Q1	–	Sell	-1,001	Closed	-$46.2K	–	1946
2023 Q4	$46.2K	Hold	1,001	–	–	﹤0.01%	965
2023 Q3	$49.1K	Hold	1,001	–	–	﹤0.01%	925
2023 Q2	$48K	Hold	1,001	–	–	﹤0.01%	937
2023 Q1	$39.2K	Hold	1,001	–	–	﹤0.01%	962
2022 Q4	$40.3K	Buy	1,001 +1	+0.1%	+$42	﹤0.01%	947
2022 Q3	$39.5K	Sell	1,000 -17,500	-95%	-$640K	﹤0.01%	947
2022 Q2	$625K	Sell	18,500 -212	-1%	-$7.18K	0.01%	493
2022 Q1	$592K	Buy	18,712 +2,000	+12%	+$55.9K	0.01%	552
2021 Q4	$438K	Buy	+16,712	New	+$428K	﹤0.01%	637

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TD Waterhouse Canada's UNM Position: Q1 2026 in Review

TD Waterhouse Canada increased its Unum (UNM) stake by 11% in Q1 2026, buying an estimated $15.6K and bringing the position to 2,060 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

TD Waterhouse Canada first reported a position in UNM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.62M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

TD Waterhouse Canada held 2,060 shares of Unum worth $152K as of Q1 2026.
TD Waterhouse Canada bought 209 Unum shares in Q1 2026, an estimated $15.6K.
Unum made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1098 holding.
TD Waterhouse Canada first reported a position in Unum in Q4 2021 and has held it in 17 quarters since.
TD Waterhouse Canada's Unum position peaked at $1.62M in Q2 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.