WCBA
UNM icon

Weaver C. Barksdale & Associates’s Unum UNM Stock Holding History

Weaver C. Barksdale & Associates’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 		$1.66M Buy
22,728
+1,297
+6% +$96.8K 1.58% 38
2025
Q4 		$1.66M Sell
21,431
-2,684
-11% -$205K 1.74% 29
2025
Q3 		$1.87M Sell
24,115
-1,547
-6% -$116K 1.8% 25
2025
Q2 		$2.07M Sell
25,662
-209
-0.8% -$16.5K 1.99% 13
2025
Q1 		$2.11M Sell
25,871
-617
-2% -$47.6K 2.02% 12
2024
Q4 		$1.94M Buy
+26,488
New +$1.83M 1.85% 21

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

Weaver C. Barksdale & Associates's UNM Position: Q1 2026 in Review

Weaver C. Barksdale & Associates increased its Unum (UNM) stake by 6.1% in Q1 2026, buying an estimated $96.8K and bringing the position to 22,728 shares worth $1.66M. The position accounts for 1.58% of the portfolio, ranked #38.

Weaver C. Barksdale & Associates first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Weaver C. Barksdale & Associates held 22,728 shares of Unum worth $1.66M as of Q1 2026.
  • Weaver C. Barksdale & Associates bought 1,297 Unum shares in Q1 2026, an estimated $96.8K.
  • Unum made up 1.58% of Weaver C. Barksdale & Associates's portfolio in Q1 2026, its #38 holding.
  • Weaver C. Barksdale & Associates first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
  • Weaver C. Barksdale & Associates's Unum position peaked at $2.11M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q1 2026, filed 14 May 2026.