WS
UNM icon

Wedbush Securities’s Unum UNM Stock Holding History

Wedbush Securities’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 		$384K Buy
5,257
+43
+0.8% +$3.21K 0.01% 778
2025
Q4 		$404K Sell
5,214
-138
-3% -$10.6K 0.01% 750
2025
Q3 		$416K Sell
5,352
-847
-14% -$63.5K 0.01% 730
2025
Q2 		$501K Buy
6,199
+82
+1% +$6.48K 0.02% 626
2025
Q1 		$498K Buy
6,117
+771
+14% +$59.4K 0.02% 615
2024
Q4 		$390K Buy
+5,346
New +$369K 0.01% 701
2016
Q3 		– Sell
-7,566
Closed -$241K – 864
2016
Q2 		$241K Buy
+7,566
New +$256K 0.04% 554

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

Wedbush Securities's UNM Position: Q1 2026 in Review

Wedbush Securities increased its Unum (UNM) stake by 0.82% in Q1 2026, buying an estimated $3.21K and bringing the position to 5,257 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #778.

Wedbush Securities first reported a position in UNM in Q2 2016 and has held it in 7 quarters since. The position peaked at $501K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Wedbush Securities held 5,257 shares of Unum worth $384K as of Q1 2026.
  • Wedbush Securities bought 43 Unum shares in Q1 2026, an estimated $3.21K.
  • Unum made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #778 holding.
  • Wedbush Securities first reported a position in Unum in Q2 2016 and has held it in 7 quarters since.
  • Wedbush Securities's Unum position peaked at $501K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.