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Westfuller Advisors’s Unum UNM Stock Holding History

Westfuller 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 		$103K Buy
1,414
+39
+3% +$2.91K 0.04% 197
2025
Q4 		$107K Sell
1,375
-52
-4% -$3.98K 0.04% 215
2025
Q3 		$111K Buy
+1,427
New +$107K 0.05% 208

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

Westfuller Advisors's UNM Position: Q1 2026 in Review

Westfuller Advisors increased its Unum (UNM) stake by 2.8% in Q1 2026, buying an estimated $2.91K and bringing the position to 1,414 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #197.

Westfuller Advisors first reported a position in UNM in Q3 2025 and has held it in 3 quarters since. The position peaked at $111K in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Westfuller Advisors held 1,414 shares of Unum worth $103K as of Q1 2026.
  • Westfuller Advisors bought 39 Unum shares in Q1 2026, an estimated $2.91K.
  • Unum made up 0.04% of Westfuller Advisors's portfolio in Q1 2026, its #197 holding.
  • Westfuller Advisors first reported a position in Unum in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Unum position peaked at $111K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.