Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$178K Buy
+1,993
New +$165K 0.01% 491
2025
Q2
Sell
-2,348
Closed -$191K 1497
2025
Q1
$191K Sell
2,348
-35
-1% -$2.7K 0.02% 396
2024
Q4
$174K Sell
2,383
-58
-2% -$4K 0.02% 412
2024
Q3
$176K Sell
2,441
-16
-0.7% -$869 0.02% 416
2024
Q2
$126K Sell
2,457
-50
-2% -$2.59K 0.02% 454
2024
Q1
$132K Buy
+2,507
New +$122K 0.02% 439
2023
Q4
Sell
-5,028
Closed -$247K 488
2023
Q3
$247K Buy
+5,028
New +$246K 0.04% 398

Other funds holding UNM

Continuum Advisory's UNM Position: Q2 2026 in Review

Continuum Advisory opened a new position in Unum (UNM) in Q2 2026: 1,993 shares worth $178K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in UNM as recently as Q1 2025.

Continuum Advisory first reported a position in UNM in Q3 2023 and has held it in 7 quarters since. The position peaked at $247K in Q3 2023. 764 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Continuum Advisory held 1,993 shares of Unum worth $178K as of Q2 2026.
  • Unum was a new Continuum Advisory position in Q2 2026.
  • Unum made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #491 holding.
  • Continuum Advisory first reported a position in Unum in Q3 2023 and has held it in 7 quarters since.
  • Continuum Advisory's Unum position peaked at $247K in Q3 2023.
  • 764 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.