Apricus Wealth
UNM icon

Apricus Wealth’s Unum UNM Stock Holding History

Apricus Wealth’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 		$3.3M Sell
37,670
-500
-1% -$45.3K 1.49% 33
2026
Q2 		$3.41M Sell
38,170
-245
-0.6% -$20.3K 1.63% 29
2026
Q1 		$2.81M Buy
38,415
+1,545
+4% +$115K 1.37% 37
2025
Q4 		$2.86M Buy
36,870
+600
+2% +$45.9K 1.46% 34
2025
Q3 		$2.82M Buy
36,270
+475
+1% +$35.6K 1.52% 34
2025
Q2 		$2.89M Buy
35,795
+495
+1% +$39.1K 1.68% 26
2025
Q1 		$2.88M Sell
35,300
-28,475
-45% -$2.2M 1.71% 25
2024
Q4 		$4.66M Sell
63,775
-2,590
-4% -$179K 3.02% 2
2024
Q3 		$3.94M Sell
66,365
-320
-0.5% -$17.4K 2.6% 6
2024
Q2 		$3.41M Sell
66,685
-4,700
-7% -$243K 2.43% 8
2024
Q1 		$3.83M Sell
71,385
-2,940
-4% -$143K 2.69% 5
2023
Q4 		$3.36M Buy
74,325
+1,650
+2% +$75.2K 2.56% 9
2023
Q3 		$3.63M Sell
72,675
-1,775
-2% -$86.8K 3.17% 3
2023
Q2 		$3.61M Sell
74,450
-1,550
-2% -$67.6K 3.17% 4
2023
Q1 		$3.01M Buy
76,000
+975
+1% +$40.3K 2.74% 9
2022
Q4 		$3.08M Sell
75,025
-35,134
-32% -$1.47M 2.8% 7
2022
Q3 		$4.27M Sell
110,159
-5,851
-5% -$214K 4.24% 1
2022
Q2 		$3.95M Sell
116,010
-2,240
-2% -$75.8K 3.61% 1
2022
Q1 		$3.99M Buy
118,250
+5,250
+5% +$147K 3.26% 1
2021
Q4 		$2.78M Buy
+113,000
New +$2.89M 2.48% 10

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Apricus Wealth's UNM Position: Q3 2026 in Review

Apricus Wealth reduced its Unum (UNM) stake by 1.3% in Q3 2026, selling an estimated $45.3K and leaving 37,670 shares worth $3.3M. The position accounts for 1.49% of the portfolio, ranked #33.

Apricus Wealth first reported a position in UNM in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.66M in Q4 2024. 243 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Apricus Wealth held 37,670 shares of Unum worth $3.3M as of Q3 2026.
  • Apricus Wealth sold 500 Unum shares in Q3 2026, an estimated $45.3K.
  • Unum made up 1.49% of Apricus Wealth's portfolio in Q3 2026, its #33 holding.
  • Apricus Wealth first reported a position in Unum in Q4 2021 and has held it in 20 quarters since.
  • Apricus Wealth's Unum position peaked at $4.66M in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.