Turning Point Benefit Group’s Unum UNM Stock Holding History

Turning Point Benefit Group’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	–	Sell	-32	Closed	-$2.48K	–	748
2025 Q4	$2.48K	Hold	32	–	–	﹤0.01%	412
2025 Q3	$2.5K	Buy	+32	New	+$2.4K	﹤0.01%	281

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Turning Point Benefit Group's UNM Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Unum (UNM) in Q1 2026, closing a stake of 32 shares — an estimated $2.48K sold.

Turning Point Benefit Group first reported a position in UNM in Q3 2025 and held it in 2 quarters. The position peaked at $2.5K in Q3 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Turning Point Benefit Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 32 Unum shares in Q1 2026, an estimated $2.48K.
Turning Point Benefit Group first reported a position in Unum in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Unum position peaked at $2.5K in Q3 2025.
698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.