Choate Investment Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $212K | Buy |
+2,373
| New | +$197K | ﹤0.01% | 450 |
|
|
2026
Q1 | – | Sell |
-2,869
| Closed | -$222K | – | 461 |
|
|
2025
Q4 | $222K | Sell |
2,869
-5
| -0.2% | -$382 | ﹤0.01% | 415 |
|
|
2025
Q3 | $224K | Buy |
2,874
+63
| +2% | +$4.72K | ﹤0.01% | 393 |
|
|
2025
Q2 | $227K | Sell |
2,811
-10
| -0.4% | -$790 | ﹤0.01% | 380 |
|
|
2025
Q1 | $230K | Buy |
+2,821
| New | +$217K | 0.01% | 366 |
|
|
2019
Q3 | – | Sell |
-7,084
| Closed | -$238K | – | 240 |
|
|
2019
Q2 | $238K | Sell |
7,084
-60
| -0.8% | -$2.08K | 0.01% | 210 |
|
|
2019
Q1 | $242K | Sell |
7,144
-155
| -2% | -$5.4K | 0.01% | 217 |
|
|
2018
Q4 | $214K | Sell |
7,299
-2,033
| -22% | -$71.2K | 0.01% | 212 |
|
|
2018
Q3 | $365K | Hold |
9,332
| – | – | 0.02% | 158 |
|
|
2018
Q2 | $345K | Sell |
9,332
-105
| -1% | -$4.38K | 0.02% | 177 |
|
|
2018
Q1 | $449K | Sell |
9,437
-797
| -8% | -$41.6K | 0.02% | 172 |
|
|
2017
Q4 | $562K | Sell |
10,234
-1,740
| -15% | -$93.4K | 0.03% | 163 |
|
|
2017
Q3 | $612K | Hold |
11,974
| – | – | 0.03% | 161 |
|
|
2017
Q2 | $558K | Sell |
11,974
-445
| -4% | -$20.5K | 0.03% | 158 |
|
|
2017
Q1 | $582K | Hold |
12,419
| – | – | 0.03% | 157 |
|
|
2016
Q4 | $546K | Buy |
12,419
+645
| +5% | +$25.8K | 0.03% | 152 |
|
|
2016
Q3 | $416K | Buy |
11,774
+240
| +2% | +$8.12K | 0.03% | 171 |
|
|
2016
Q2 | $367K | Buy |
11,534
+431
| +4% | +$14.6K | 0.03% | 174 |
|
|
2016
Q1 | $343K | Buy |
11,103
+2,429
| +28% | +$71.3K | 0.02% | 185 |
|
|
2015
Q4 | $303K | Sell |
8,674
-2,725
| -24% | -$94K | 0.02% | 215 |
|
|
2015
Q3 | $366K | Buy |
11,399
+2,817
| +33% | +$97.1K | 0.03% | 182 |
|
|
2015
Q2 | $307K | Buy |
8,582
+93
| +1% | +$3.25K | 0.02% | 209 |
|
|
2015
Q1 | $286K | Sell |
8,489
-185
| -2% | -$6.14K | 0.02% | 216 |
|
|
2014
Q4 | $303K | Sell |
8,674
-40
| -0.5% | -$1.35K | 0.02% | 217 |
|
|
2014
Q3 | $300K | Sell |
8,714
-1,635
| -16% | -$57.5K | 0.02% | 217 |
|
|
2014
Q2 | $360K | Sell |
10,349
-5
| -0% | -$171 | 0.02% | 208 |
|
|
2014
Q1 | $366K | Buy |
10,354
+300
| +3% | +$10.2K | 0.02% | 206 |
|
|
2013
Q4 | $353K | Buy |
10,054
+2,755
| +38% | +$90.2K | 0.02% | 208 |
|
|
2013
Q3 | $222K | Sell |
7,299
-30
| -0.4% | -$921 | 0.02% | 242 |
|
|
2013
Q2 | $215K | Buy |
+7,329
| New | +$204K | 0.02% | 246 |
|
Other funds holding UNM
Choate Investment Advisors's UNM Position: Q2 2026 in Review
Choate Investment Advisors opened a new position in Unum (UNM) in Q2 2026: 2,373 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in UNM as recently as Q4 2025.
Choate Investment Advisors first reported a position in UNM in Q2 2013 and has held it in 30 quarters since. The position peaked at $612K in Q3 2017. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Choate Investment Advisors held 2,373 shares of Unum worth $212K as of Q2 2026.
- Unum was a new Choate Investment Advisors position in Q2 2026.
- Unum made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #450 holding.
- Choate Investment Advisors first reported a position in Unum in Q2 2013 and has held it in 30 quarters since.
- Choate Investment Advisors's Unum position peaked at $612K in Q3 2017.
- 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.