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UNM icon

Xponance’s Unum UNM Stock Holding History

Xponance’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 		$1.57M Buy
21,503
+4,578
+27% +$342K 0.01% 620
2025
Q4 		$1.31M Sell
16,925
-2,868
-14% -$219K 0.01% 622
2025
Q3 		$1.54M Sell
19,793
-557
-3% -$41.7K 0.01% 602
2025
Q2 		$1.64M Sell
20,350
-615
-3% -$48.6K 0.01% 581
2025
Q1 		$1.71M Sell
20,965
-1,626
-7% -$125K 0.02% 552
2024
Q4 		$1.65M Buy
22,591
+1,681
+8% +$116K 0.02% 572
2024
Q3 		$1.24M Sell
20,910
-669
-3% -$36.3K 0.01% 647
2024
Q2 		$1.1M Sell
21,579
-4,103
-16% -$212K 0.01% 655
2024
Q1 		$1.38M Buy
25,682
+2,508
+11% +$122K 0.01% 634
2023
Q4 		$1.05M Buy
23,174
+77
+0.3% +$3.51K 0.01% 654
2023
Q3 		$1.14M Sell
23,097
-3
-0% -$147 0.02% 608
2023
Q2 		$1.1M Sell
23,100
-2,122
-8% -$92.6K 0.01% 620
2023
Q1 		$998K Buy
25,222
+59
+0.2% +$2.44K 0.01% 641
2022
Q4 		$1.03M Buy
25,163
+2,624
+12% +$110K 0.02% 627
2022
Q3 		$875K Sell
22,539
-1,381
-6% -$50.5K 0.02% 624
2022
Q2 		$814K Buy
23,920
+1,474
+7% +$49.9K 0.02% 645
2022
Q1 		$707K Sell
22,446
-651
-3% -$18.2K 0.01% 738
2021
Q4 		$567K Sell
23,097
-207
-0.9% -$5.3K 0.01% 857
2021
Q3 		$584K Buy
23,304
+11,617
+99% +$308K 0.01% 817
2021
Q2 		$332K Buy
11,687
+3,106
+36% +$91.3K 0.01% 1049
2021
Q1 		$239K Sell
8,581
-148
-2% -$3.84K 0.01% 1005
2020
Q4 		$200K Buy
+8,729
New +$180K ﹤0.01% 1032

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

Xponance's UNM Position: Q1 2026 in Review

Xponance increased its Unum (UNM) stake by 27% in Q1 2026, buying an estimated $342K and bringing the position to 21,503 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #620.

Xponance first reported a position in UNM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.71M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Xponance held 21,503 shares of Unum worth $1.57M as of Q1 2026.
  • Xponance bought 4,578 Unum shares in Q1 2026, an estimated $342K.
  • Unum made up 0.01% of Xponance's portfolio in Q1 2026, its #620 holding.
  • Xponance first reported a position in Unum in Q4 2020 and has held it in 22 quarters since.
  • Xponance's Unum position peaked at $1.71M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.