Tidal Investments’s Unum UNM Stock Holding History

Tidal Investments’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	$549K	Sell	7,518 -614	-8%	-$45.8K	﹤0.01%	1786
2025 Q4	$630K	Sell	8,132 -2,756	-25%	-$211K	﹤0.01%	1518
2025 Q3	$847K	Sell	10,888 -3,132	-22%	-$235K	﹤0.01%	1300
2025 Q2	$1.13M	Sell	14,020 -754	-5%	-$59.6K	0.01%	981
2025 Q1	$1.2M	Buy	14,774 +1,937	+15%	+$149K	0.01%	902
2024 Q4	$937K	Sell	12,837 -384	-3%	-$26.5K	0.01%	1034
2024 Q3	$786K	Sell	13,221 -2,336	-15%	-$127K	0.01%	1132
2024 Q2	$795K	Sell	15,557 -48,451	-76%	-$2.51M	0.01%	1023
2024 Q1	$3.44M	Buy	64,008 +28,580	+81%	+$1.39M	0.06%	350
2023 Q4	$1.6M	Buy	35,428 +29,885	+539%	+$1.36M	0.04%	438
2023 Q3	$273K	Buy	+5,543	New	+$271K	0.01%	1097
2022 Q4	–	Sell	-6,026	Closed	-$234K	–	1207
2022 Q3	$234K	Buy	+6,026	New	+$220K	0.01%	901

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

Tidal Investments's UNM Position: Q1 2026 in Review

Tidal Investments reduced its Unum (UNM) stake by 7.6% in Q1 2026, selling an estimated $45.8K and leaving 7,518 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Tidal Investments first reported a position in UNM in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.44M in Q1 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Tidal Investments held 7,518 shares of Unum worth $549K as of Q1 2026.
Tidal Investments sold 614 Unum shares in Q1 2026, an estimated $45.8K.
Unum made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1786 holding.
Tidal Investments first reported a position in Unum in Q3 2022 and has held it in 12 quarters since.
Tidal Investments's Unum position peaked at $3.44M in Q1 2024.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.