VA
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Vident Advisory’s Unum UNM Stock Holding History

Vident Advisory’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 		$1.61M Buy
22,030
+752
+4% +$56.1K 0.01% 688
2025
Q4 		$1.65M Sell
21,278
-1,291
-6% -$98.7K 0.02% 636
2025
Q3 		$1.76M Sell
22,569
-2,228
-9% -$167K 0.02% 617
2025
Q2 		$2M Sell
24,797
-4,814
-16% -$380K 0.02% 500
2025
Q1 		$2.41M Buy
29,611
+3,704
+14% +$286K 0.04% 416
2024
Q4 		$1.89M Sell
25,907
-1,286
-5% -$88.7K 0.03% 431
2024
Q3 		$1.62M Buy
27,193
+4,244
+18% +$230K 0.04% 465
2024
Q2 		$1.17M Buy
22,949
+4,849
+27% +$251K 0.03% 538
2024
Q1 		$971K Buy
18,100
+2,109
+13% +$103K 0.02% 579
2023
Q4 		$723K Buy
15,991
+619
+4% +$28.2K 0.02% 653
2023
Q3 		$756K Buy
+15,372
New +$751K 0.02% 585

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

Vident Advisory's UNM Position: Q1 2026 in Review

Vident Advisory increased its Unum (UNM) stake by 3.5% in Q1 2026, buying an estimated $56.1K and bringing the position to 22,030 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #688.

Vident Advisory first reported a position in UNM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Vident Advisory held 22,030 shares of Unum worth $1.61M as of Q1 2026.
  • Vident Advisory bought 752 Unum shares in Q1 2026, an estimated $56.1K.
  • Unum made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #688 holding.
  • Vident Advisory first reported a position in Unum in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Unum position peaked at $2.41M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.