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1620 Investment Advisors’s Unum UNM Stock Holding History

1620 Investment 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
Q2 		$41K Sell
459
-112
-20% -$9.28K 0.03% 343
2026
Q1 		$41.7K Hold
571
– – 0.03% 323
2025
Q4 		$44.3K Hold
571
– – 0.03% 313
2025
Q3 		$44.4K Sell
571
-10
-2% -$749 0.03% 302
2025
Q2 		$46.9K Buy
581
+8
+1% +$632 0.03% 313
2025
Q1 		$46.7K Hold
573
– – 0.04% 306
2024
Q4 		$41.8K Hold
573
– – 0.03% 319
2024
Q3 		$34.1K Hold
573
– – 0.02% 346
2024
Q2 		$29.3K Buy
+573
New +$29.6K 0.02% 353

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

1620 Investment Advisors's UNM Position: Q2 2026 in Review

1620 Investment Advisors reduced its Unum (UNM) stake by 20% in Q2 2026, selling an estimated $9.28K and leaving 459 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #343.

1620 Investment Advisors first reported a position in UNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $46.9K in Q2 2025. 226 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • 1620 Investment Advisors held 459 shares of Unum worth $41K as of Q2 2026.
  • 1620 Investment Advisors sold 112 Unum shares in Q2 2026, an estimated $9.28K.
  • Unum made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • 1620 Investment Advisors first reported a position in Unum in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Unum position peaked at $46.9K in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.