TWM
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Tripletail Wealth Management’s Unum UNM Stock Holding History

Tripletail Wealth 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 		$327K Sell
4,404
-300
-6% -$22.4K 0.45% 48
2025
Q4 		$365K Sell
4,704
-492
-9% -$37.6K 0.46% 46
2025
Q3 		$412K Sell
5,196
-106
-2% -$7.94K 0.49% 43
2025
Q2 		$368K Buy
+5,302
New +$419K 0.52% 44

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

Tripletail Wealth Management's UNM Position: Q1 2026 in Review

Tripletail Wealth Management reduced its Unum (UNM) stake by 6.4% in Q1 2026, selling an estimated $22.4K and leaving 4,404 shares worth $327K. The position accounts for 0.45% of the portfolio, ranked #48.

Tripletail Wealth Management first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $412K in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Tripletail Wealth Management held 4,404 shares of Unum worth $327K as of Q1 2026.
  • Tripletail Wealth Management sold 300 Unum shares in Q1 2026, an estimated $22.4K.
  • Unum made up 0.45% of Tripletail Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Tripletail Wealth Management first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's Unum position peaked at $412K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.