V-Square Quantitative Management’s Unum UNM Stock Holding History

V-Square Quantitative 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	$68.1K	Hold	932	–	–	0.01%	565
2025 Q4	$72.2K	Buy	+932	New	+$71.3K	0.01%	551
2025 Q3	–	Sell	-719	Closed	-$58.1K	–	568
2025 Q2	$58.1K	Sell	719 -239	-25%	-$18.9K	0.01%	530
2025 Q1	$78K	Hold	958	–	–	0.01%	543
2024 Q4	$70K	Buy	958 +256	+36%	+$17.6K	0.01%	551
2024 Q3	$41.7K	Buy	702 +194	+38%	+$10.5K	0.01%	563
2024 Q2	$26K	Buy	+508	New	+$26.3K	﹤0.01%	568
2023 Q3	–	Sell	-358	Closed	-$17.1K	–	586
2023 Q2	$17.1K	Buy	+358	New	+$15.6K	0.01%	383

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

V-Square Quantitative Management's UNM Position: Q1 2026 in Review

V-Square Quantitative Management held its Unum (UNM) position steady in Q1 2026 at 932 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #565.

V-Square Quantitative Management first reported a position in UNM in Q2 2023 and has held it in 8 quarters since. The position peaked at $78K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

V-Square Quantitative Management held 932 shares of Unum worth $68.1K as of Q1 2026.
V-Square Quantitative Management left its Unum share count unchanged in Q1 2026.
Unum made up 0.01% of V-Square Quantitative Management's portfolio in Q1 2026, its #565 holding.
V-Square Quantitative Management first reported a position in Unum in Q2 2023 and has held it in 8 quarters since.
V-Square Quantitative Management's Unum position peaked at $78K in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.