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WealthCollab’s Unum UNM Stock Holding History

WealthCollab’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 		$27K Hold
370
– – 0.01% 303
2025
Q4 		$28.7K Hold
370
– – 0.01% 308
2025
Q3 		$28.8K Hold
370
– – 0.01% 290
2025
Q2 		$29.9K Hold
370
– – 0.02% 261
2025
Q1 		$30.1K Hold
370
– – 0.02% 239
2024
Q4 		$27K Hold
370
– – 0.02% 255
2024
Q3 		$22K Hold
370
– – 0.01% 290
2024
Q2 		$18.9K Hold
370
– – 0.01% 297
2024
Q1 		$19.9K Sell
370
-227
-38% -$11.1K 0.01% 301
2023
Q4 		$27K Buy
+597
New +$27.2K 0.02% 220

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

WealthCollab's UNM Position: Q1 2026 in Review

WealthCollab held its Unum (UNM) position steady in Q1 2026 at 370 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #303.

WealthCollab first reported a position in UNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.1K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • WealthCollab held 370 shares of Unum worth $27K as of Q1 2026.
  • WealthCollab left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.01% of WealthCollab's portfolio in Q1 2026, its #303 holding.
  • WealthCollab first reported a position in Unum in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Unum position peaked at $30.1K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.