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Vise Technologies’s Unum UNM Stock Holding History

Vise Technologies’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 		$1.24M Hold
16,047
– – 0.02% 513
2025
Q4 		$1.24M Buy
16,047
+6,575
+69% +$503K 0.02% 515
2025
Q3 		$737K Sell
9,472
-1,770
-16% -$133K 0.03% 515
2025
Q2 		$908K Buy
+11,242
New +$888K 0.04% 463
2024
Q4 		$484K Buy
+6,630
New +$457K 0.04% 447

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

Vise Technologies's UNM Position: Q1 2026 in Review

Vise Technologies held its Unum (UNM) position steady in Q1 2026 at 16,047 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #513.

Vise Technologies first reported a position in UNM in Q4 2024 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Vise Technologies held 16,047 shares of Unum worth $1.24M as of Q1 2026.
  • Vise Technologies left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #513 holding.
  • Vise Technologies first reported a position in Unum in Q4 2024 and has held it in 5 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.