Wealthstar Advisors’s Unum UNM Stock Holding History

Wealthstar Advisors’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	–	Sell	-5,953	Closed	-$461K	–	141
2025 Q4	$461K	Sell	5,953 -632	-10%	-$48.3K	0.2%	90
2025 Q3	$512K	Sell	6,585 -464	-7%	-$34.8K	0.2%	94
2025 Q2	$569K	Buy	7,049 +1,022	+17%	+$80.7K	0.21%	93
2025 Q1	$491K	Buy	+6,027	New	+$465K	0.22%	94
2021 Q3	–	Sell	-22,775	Closed	-$649K	–	127
2021 Q2	$649K	Buy	+22,775	New	+$669K	0.2%	49

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

Wealthstar Advisors's UNM Position: Q1 2026 in Review

Wealthstar Advisors sold out of Unum (UNM) in Q1 2026, closing a stake of 5,953 shares — an estimated $461K sold.

Wealthstar Advisors first reported a position in UNM in Q2 2021 and held it in 5 quarters. The position peaked at $649K in Q2 2021. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Wealthstar Advisors reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Wealthstar Advisors sold 5,953 Unum shares in Q1 2026, an estimated $461K.
Wealthstar Advisors first reported a position in Unum in Q2 2021 and held it in 5 quarters.
Wealthstar Advisors's Unum position peaked at $649K in Q2 2021.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.