Advisors Asset Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $188K | Sell |
2,580
-477
| -16% | -$35.6K | ﹤0.01% | 1159 |
|
|
2025
Q4 | $237K | Sell |
3,057
-1,424
| -32% | -$109K | ﹤0.01% | 1098 |
|
|
2025
Q3 | $349K | Sell |
4,481
-1,326
| -23% | -$99.4K | 0.01% | 1032 |
|
|
2025
Q2 | $469K | Buy |
5,807
+78
| +1% | +$6.16K | 0.01% | 964 |
|
|
2025
Q1 | $467K | Buy |
5,729
+884
| +18% | +$68.1K | 0.01% | 944 |
|
|
2024
Q4 | $354K | Buy |
4,845
+2,016
| +71% | +$139K | 0.01% | 1007 |
|
|
2024
Q3 | $168K | Buy |
2,829
+1,847
| +188% | +$100K | ﹤0.01% | 1134 |
|
|
2024
Q2 | $50.2K | Buy |
+982
| New | +$50.8K | ﹤0.01% | 1295 |
|
|
2023
Q4 | – | Sell |
-9,282
| Closed | -$457K | – | 1443 |
|
|
2023
Q3 | $457K | Sell |
9,282
-1,017
| -10% | -$49.7K | 0.01% | 922 |
|
|
2023
Q2 | $491K | Buy |
10,299
+30
| +0.3% | +$1.31K | 0.01% | 936 |
|
|
2023
Q1 | $406K | Sell |
10,269
-79
| -0.8% | -$3.26K | 0.01% | 973 |
|
|
2022
Q4 | $425K | Buy |
10,348
+1,350
| +15% | +$56.6K | 0.01% | 972 |
|
|
2022
Q3 | $349K | Buy |
8,998
+8,219
| +1,055% | +$301K | 0.01% | 1026 |
|
|
2022
Q2 | $27K | Buy |
+779
| New | +$26.4K | ﹤0.01% | 1441 |
|
|
2017
Q3 | – | Sell |
-4,650
| Closed | -$217K | – | 1556 |
|
|
2017
Q2 | $217K | Sell |
4,650
-1,148
| -20% | -$52.8K | ﹤0.01% | 1259 |
|
|
2017
Q1 | $272K | Sell |
5,798
-1,525
| -21% | -$71.4K | ﹤0.01% | 1245 |
|
|
2016
Q4 | $322K | Sell |
7,323
-100
| -1% | -$4K | 0.01% | 1272 |
|
|
2016
Q3 | $262K | Buy |
7,423
+259
| +4% | +$8.76K | ﹤0.01% | 1290 |
|
|
2016
Q2 | $228K | Buy |
7,164
+6,046
| +541% | +$204K | ﹤0.01% | 1315 |
|
|
2016
Q1 | $35K | Hold |
1,118
| – | – | ﹤0.01% | 1691 |
|
|
2015
Q4 | $37K | Sell |
1,118
-100
| -8% | -$3.45K | ﹤0.01% | 1787 |
|
|
2015
Q3 | $39K | Sell |
1,218
-100
| -8% | -$3.44K | ﹤0.01% | 1754 |
|
|
2015
Q2 | $47K | Hold |
1,318
| – | – | ﹤0.01% | 1723 |
|
|
2015
Q1 | $44K | Hold |
1,318
| – | – | ﹤0.01% | 1717 |
|
|
2014
Q4 | $46K | Sell |
1,318
-100
| -7% | -$3.38K | ﹤0.01% | 1702 |
|
|
2014
Q3 | $49K | Hold |
1,418
| – | – | ﹤0.01% | 1642 |
|
|
2014
Q2 | $49K | Hold |
1,418
| – | – | ﹤0.01% | 1673 |
|
|
2014
Q1 | $50K | Hold |
1,418
| – | – | ﹤0.01% | 1632 |
|
|
2013
Q4 | $50K | Sell |
1,418
-100
| -7% | -$3.27K | ﹤0.01% | 1622 |
|
|
2013
Q3 | $46K | Sell |
1,518
-100
| -6% | -$3.07K | ﹤0.01% | 1620 |
|
|
2013
Q2 | $48K | Buy |
+1,618
| New | +$45.1K | ﹤0.01% | 1545 |
|
Other funds holding UNM
VPM
VCM
Advisors Asset Management's UNM Position: Q1 2026 in Review
Advisors Asset Management reduced its Unum (UNM) stake by 16% in Q1 2026, selling an estimated $35.6K and leaving 2,580 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.
Advisors Asset Management first reported a position in UNM in Q2 2013 and has held it in 31 quarters since. The position peaked at $491K in Q2 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Advisors Asset Management held 2,580 shares of Unum worth $188K as of Q1 2026.
- Advisors Asset Management sold 477 Unum shares in Q1 2026, an estimated $35.6K.
- Unum made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1159 holding.
- Advisors Asset Management first reported a position in Unum in Q2 2013 and has held it in 31 quarters since.
- Advisors Asset Management's Unum position peaked at $491K in Q2 2023.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.