William Blair & Company’s Unum UNM Stock Holding History

William Blair & Company’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	$368K	Sell	5,038 -13	-0.3%	-$970	﹤0.01%	1256
2025 Q4	$391K	Buy	5,051 +53	+1%	+$4.05K	﹤0.01%	1219
2025 Q3	$389K	Sell	4,998 -541	-10%	-$40.5K	﹤0.01%	1204
2025 Q2	$447K	Buy	5,539 +531	+11%	+$41.9K	﹤0.01%	1122
2025 Q1	$408K	Sell	5,008 -264	-5%	-$20.4K	﹤0.01%	1142
2024 Q4	$385K	Buy	5,272 +1,546	+41%	+$107K	﹤0.01%	1183
2024 Q3	$221K	Sell	3,726 -391	-9%	-$21.2K	﹤0.01%	1401
2024 Q2	$210K	Buy	+4,117	New	+$213K	﹤0.01%	1401

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

William Blair & Company's UNM Position: Q1 2026 in Review

William Blair & Company reduced its Unum (UNM) stake by 0.26% in Q1 2026, selling an estimated $970 and leaving 5,038 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

William Blair & Company first reported a position in UNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $447K in Q2 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

William Blair & Company held 5,038 shares of Unum worth $368K as of Q1 2026.
William Blair & Company sold 13 Unum shares in Q1 2026, an estimated $970.
Unum made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1256 holding.
William Blair & Company first reported a position in Unum in Q2 2024 and has held it in 8 quarters since.
William Blair & Company's Unum position peaked at $447K in Q2 2025.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.