Wealthspire Advisors (New York)’s Unum UNM Stock Holding History

Wealthspire Advisors (New York)’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	$234K	Sell	3,202 -1,985	-38%	-$148K	﹤0.01%	805
2025 Q4	$402K	Buy	5,187 +3,335	+180%	+$255K	﹤0.01%	688
2025 Q3	$144K	Sell	1,852 -830	-31%	-$62.2K	﹤0.01%	902
2025 Q2	$217K	Buy	+2,682	New	+$212K	﹤0.01%	763
2021 Q2	–	Sell	-12,461	Closed	-$347K	–	650
2021 Q1	$347K	Buy	12,461 +1,165	+10%	+$30.2K	0.01%	510
2020 Q4	$259K	Buy	+11,296	New	+$234K	0.01%	484
2019 Q1	–	Sell	-205	Closed	-$6K	–	749
2018 Q4	$6K	Buy	+205	New	+$7.17K	﹤0.01%	626

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Wealthspire Advisors (New York)'s UNM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Unum (UNM) stake by 38% in Q1 2026, selling an estimated $148K and leaving 3,202 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Wealthspire Advisors (New York) first reported a position in UNM in Q4 2018 and has held it in 7 quarters since. The position peaked at $402K in Q4 2025. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Wealthspire Advisors (New York) held 3,202 shares of Unum worth $234K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,985 Unum shares in Q1 2026, an estimated $148K.
Unum made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #805 holding.
Wealthspire Advisors (New York) first reported a position in Unum in Q4 2018 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Unum position peaked at $402K in Q4 2025.
694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.