Wells Fargo’s Unum UNM Stock Holding History

Wells Fargo’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
2022 Q4	–	Sell	-8,300	Closed	-$322K	–	7742
2022 Q3	$322K	Buy	+8,300	New	+$304K	﹤0.01%	3967

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

Wells Fargo's UNM Position: Q1 2026 in Review

Wells Fargo reduced its Unum (UNM) stake by 1.7% in Q1 2026, selling an estimated $126K and leaving 98,302 shares worth $7.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Wells Fargo first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.9M in Q4 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Wells Fargo held 98,302 shares of Unum worth $7.18M as of Q1 2026.
Wells Fargo sold 1,685 Unum shares in Q1 2026, an estimated $126K.
Unum made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2290 holding.
Wells Fargo first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Unum position peaked at $45.9M in Q4 2017.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.