TWPM
UNM icon

Total Wealth Planning & Management’s Unum UNM Stock Holding History

Total Wealth Planning & 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 		$584K Buy
7,993
+5
+0.1% +$373 0.43% 77
2025
Q4 		$619K Buy
+7,988
New +$611K 0.46% 62
2025
Q2 		$2.53M Buy
31,373
+2,309
+8% +$182K 2.05% 5
2025
Q1 		$2.37M Sell
29,064
-911
-3% -$70.2K 2.25% 4
2024
Q4 		$2.19M Buy
+29,975
New +$2.07M 1.99% 6

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

Total Wealth Planning & Management's UNM Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Unum (UNM) stake by 0.06% in Q1 2026, buying an estimated $373 and bringing the position to 7,993 shares worth $584K. The position accounts for 0.43% of the portfolio, ranked #77.

Total Wealth Planning & Management first reported a position in UNM in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.53M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Total Wealth Planning & Management held 7,993 shares of Unum worth $584K as of Q1 2026.
  • Total Wealth Planning & Management bought 5 Unum shares in Q1 2026, an estimated $373.
  • Unum made up 0.43% of Total Wealth Planning & Management's portfolio in Q1 2026, its #77 holding.
  • Total Wealth Planning & Management first reported a position in Unum in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Unum position peaked at $2.53M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.