Advisory Services Network’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 | $1.72M | Sell |
23,613
-8,110
| -26% | -$605K | 0.02% | 707 |
|
|
2025
Q4 | $2.46M | Sell |
31,723
-3,919
| -11% | -$300K | 0.03% | 533 |
|
|
2025
Q3 | $2.77M | Sell |
35,642
-13,217
| -27% | -$990K | 0.04% | 469 |
|
|
2025
Q2 | $3.51M | Buy |
48,859
+10,379
| +27% | +$820K | 0.06% | 369 |
|
|
2025
Q1 | $3.13M | Buy |
38,480
+5,380
| +16% | +$415K | 0.06% | 368 |
|
|
2024
Q4 | $2.42M | Sell |
33,100
-3,030
| -8% | -$209K | 0.05% | 439 |
|
|
2024
Q3 | $1.85M | Hold |
36,130
| – | – | 0.04% | 495 |
|
|
2024
Q2 | $1.85M | Buy |
36,130
+312
| +0.9% | +$16.1K | 0.04% | 495 |
|
|
2024
Q1 | $1.92M | Sell |
35,818
-16,055
| -31% | -$783K | 0.04% | 463 |
|
|
2023
Q4 | $2.35M | Sell |
51,873
-6,717
| -11% | -$306K | 0.06% | 385 |
|
|
2023
Q3 | $2.88M | Sell |
58,590
-3,802
| -6% | -$186K | 0.08% | 293 |
|
|
2023
Q2 | $2.98M | Buy |
62,392
+527
| +0.9% | +$23K | 0.08% | 299 |
|
|
2023
Q1 | $2.45M | Sell |
61,865
-5,094
| -8% | -$210K | 0.07% | 338 |
|
|
2022
Q4 | $2.75M | Sell |
66,959
-5,461
| -8% | -$229K | 0.08% | 279 |
|
|
2022
Q3 | $2.81M | Sell |
72,420
-6,011
| -8% | -$220K | 0.1% | 246 |
|
|
2022
Q2 | $2.67M | Buy |
78,431
+2,711
| +4% | +$91.8K | 0.09% | 262 |
|
|
2022
Q1 | $2.39M | Buy |
75,720
+1,100
| +1% | +$30.7K | 0.07% | 347 |
|
|
2021
Q4 | $1.83M | Sell |
74,620
-46,746
| -39% | -$1.2M | 0.05% | 427 |
|
|
2021
Q3 | $3.04M | Buy |
121,366
+9,315
| +8% | +$247K | 0.1% | 270 |
|
|
2021
Q2 | $3.18M | Buy |
112,051
+23,383
| +26% | +$687K | 0.1% | 256 |
|
|
2021
Q1 | $2.47M | Buy |
88,668
+24,229
| +38% | +$629K | 0.09% | 290 |
|
|
2020
Q4 | $1.48M | Sell |
64,439
-6,450
| -9% | -$133K | 0.06% | 384 |
|
|
2020
Q3 | $1.19M | Sell |
70,889
-2,857
| -4% | -$50.8K | 0.06% | 366 |
|
|
2020
Q2 | $1.22M | Buy |
73,746
+19,564
| +36% | +$309K | 0.07% | 340 |
|
|
2020
Q1 | $814K | Buy |
54,182
+9,284
| +21% | +$223K | 0.05% | 392 |
|
|
2019
Q4 | $1.31M | Buy |
44,898
+11,388
| +34% | +$331K | 0.07% | 356 |
|
|
2019
Q3 | $1.12M | Hold |
33,510
| – | – | 0.07% | 358 |
|
|
2019
Q2 | $1.12M | Buy |
33,510
+2,571
| +8% | +$89K | 0.07% | 358 |
|
|
2019
Q1 | $1.05M | Buy |
30,939
+4,555
| +17% | +$159K | 0.07% | 345 |
|
|
2018
Q4 | $775K | Buy |
26,384
+1,485
| +6% | +$52K | 0.07% | 363 |
|
|
2018
Q3 | $973K | Sell |
24,899
-3,739
| -13% | -$139K | 0.07% | 349 |
|
|
2018
Q2 | $1.11M | Buy |
28,638
+572
| +2% | +$23.9K | 0.08% | 319 |
|
|
2018
Q1 | $1.34M | Buy |
28,066
+1,048
| +4% | +$54.8K | 0.11% | 249 |
|
|
2017
Q4 | $1.48M | Sell |
27,018
-636
| -2% | -$34.1K | 0.13% | 213 |
|
|
2017
Q3 | $1.41M | Sell |
27,654
-1,873
| -6% | -$91.4K | 0.16% | 161 |
|
|
2017
Q2 | $1.38M | Sell |
29,527
-449
| -1% | -$20.7K | 0.18% | 146 |
|
|
2017
Q1 | $1.41M | Buy |
+29,976
| New | +$1.4M | 0.2% | 112 |
|
|
2016
Q3 | $922K | Buy |
26,100
+6,877
| +36% | +$233K | 0.17% | 144 |
|
|
2016
Q2 | $611K | Buy |
19,223
+12,601
| +190% | +$426K | 0.14% | 201 |
|
|
2016
Q1 | $205K | Sell |
6,622
-999
| -13% | -$29.3K | 0.06% | 379 |
|
|
2015
Q4 | $254K | Buy |
7,621
+742
| +11% | +$25.6K | 0.08% | 296 |
|
|
2015
Q3 | $221K | Sell |
6,879
-13,100
| -66% | -$451K | 0.07% | 269 |
|
|
2015
Q2 | $720K | Sell |
19,979
-100
| -0.5% | -$3.5K | 0.21% | 108 |
|
|
2015
Q1 | $673K | Sell |
20,079
-130
| -0.6% | -$4.31K | 0.19% | 122 |
|
|
2014
Q4 | $636K | Sell |
20,209
-950
| -4% | -$32.1K | 0.2% | 115 |
|
|
2014
Q3 | $727K | Buy |
21,159
+700
| +3% | +$24.6K | 0.27% | 92 |
|
|
2014
Q2 | $711K | Sell |
20,459
-600
| -3% | -$20.5K | 0.3% | 90 |
|
|
2014
Q1 | $744K | Buy |
21,059
+4,459
| +27% | +$152K | 0.38% | 76 |
|
|
2013
Q4 | $582K | Buy |
+16,600
| New | +$544K | 0.29% | 84 |
|
Other funds holding UNM
VPM
VCM
Advisory Services Network's UNM Position: Q1 2026 in Review
Advisory Services Network reduced its Unum (UNM) stake by 26% in Q1 2026, selling an estimated $605K and leaving 23,613 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #707.
Advisory Services Network first reported a position in UNM in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.51M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Advisory Services Network held 23,613 shares of Unum worth $1.72M as of Q1 2026.
- Advisory Services Network sold 8,110 Unum shares in Q1 2026, an estimated $605K.
- Unum made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #707 holding.
- Advisory Services Network first reported a position in Unum in Q4 2013 and has held it in 49 quarters since.
- Advisory Services Network's Unum position peaked at $3.51M in Q2 2025.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.