Activest Wealth Management
UNM icon

Activest Wealth Management’s Unum UNM Stock Holding History

Activest Wealth Management’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
Q3 		– Sell
-2
Closed -$179 – 1359
2026
Q2 		$179 Buy
+2
New +$166 ﹤0.01% 1179
2025
Q2 		– Sell
-1
Closed -$79 – 1192
2025
Q1 		$81 Hold
1
– – ﹤0.01% 978
2024
Q4 		$73 Buy
+1
New +$69 ﹤0.01% 720

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Activest Wealth Management's UNM Position: Q3 2026 in Review

Activest Wealth Management sold out of Unum (UNM) in Q3 2026, closing a stake of 2 shares — an estimated $179 sold.

Activest Wealth Management first reported a position in UNM in Q4 2024 and held it in 3 quarters. The position peaked at $179 in Q2 2026. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Activest Wealth Management reported no remaining Unum position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 2 Unum shares in Q3 2026, an estimated $179.
  • Activest Wealth Management first reported a position in Unum in Q4 2024 and held it in 3 quarters.
  • Activest Wealth Management's Unum position peaked at $179 in Q2 2026.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.