Creative Planning’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 | $11.3M | Buy |
154,340
+50,127
| +48% | +$3.74M | 0.01% | 643 |
|
|
2025
Q4 | $8.08M | Buy |
104,213
+14,369
| +16% | +$1.1M | 0.01% | 713 |
|
|
2025
Q3 | $6.99M | Buy |
89,844
+4,262
| +5% | +$319K | 0.01% | 719 |
|
|
2025
Q2 | $6.91M | Sell |
85,582
-341
| -0.4% | -$26.9K | 0.01% | 648 |
|
|
2025
Q1 | $7M | Buy |
85,923
+1,024
| +1% | +$78.9K | 0.01% | 598 |
|
|
2024
Q4 | $6.2M | Sell |
84,899
-7
| -0% | -$483 | 0.01% | 589 |
|
|
2024
Q3 | $5.05M | Sell |
84,906
-536
| -0.6% | -$29.1K | 0.01% | 635 |
|
|
2024
Q2 | $4.37M | Sell |
85,442
-204
| -0.2% | -$10.6K | ﹤0.01% | 673 |
|
|
2024
Q1 | $4.6M | Sell |
85,646
-2,746
| -3% | -$134K | 0.01% | 630 |
|
|
2023
Q4 | $4M | Sell |
88,392
-2,754
| -3% | -$125K | 0.01% | 632 |
|
|
2023
Q3 | $4.48M | Buy |
91,146
+3,794
| +4% | +$185K | 0.01% | 569 |
|
|
2023
Q2 | $4.17M | Buy |
87,352
+1,447
| +2% | +$63.1K | 0.01% | 576 |
|
|
2023
Q1 | $3.4M | Buy |
85,905
+4,991
| +6% | +$206K | ﹤0.01% | 603 |
|
|
2022
Q4 | $3.32M | Buy |
80,914
+11,919
| +17% | +$499K | 0.01% | 582 |
|
|
2022
Q3 | $2.68M | Buy |
68,995
+13,124
| +23% | +$480K | ﹤0.01% | 604 |
|
|
2022
Q2 | $1.9M | Buy |
55,871
+11,210
| +25% | +$379K | ﹤0.01% | 733 |
|
|
2022
Q1 | $1.41M | Buy |
44,661
+4,386
| +11% | +$123K | ﹤0.01% | 843 |
|
|
2021
Q4 | $990K | Sell |
40,275
-37,984
| -49% | -$972K | ﹤0.01% | 963 |
|
|
2021
Q3 | $1.96M | Buy |
78,259
+15,029
| +24% | +$398K | ﹤0.01% | 693 |
|
|
2021
Q2 | $1.8M | Buy |
63,230
+36,268
| +135% | +$1.07M | ﹤0.01% | 713 |
|
|
2021
Q1 | $750K | Buy |
26,962
+1,310
| +5% | +$34K | ﹤0.01% | 1195 |
|
|
2020
Q4 | $588K | Buy |
25,652
+1,391
| +6% | +$28.8K | ﹤0.01% | 1222 |
|
|
2020
Q3 | $408K | Buy |
24,261
+5,241
| +28% | +$93.2K | ﹤0.01% | 1242 |
|
|
2020
Q2 | $316K | Buy |
19,020
+7,629
| +67% | +$120K | ﹤0.01% | 1268 |
|
|
2020
Q1 | $171K | Sell |
11,391
-1,225
| -10% | -$29.5K | ﹤0.01% | 1426 |
|
|
2019
Q4 | $368K | Sell |
12,616
-1,564
| -11% | -$45.5K | ﹤0.01% | 1283 |
|
|
2019
Q3 | $421K | Buy |
14,180
+2,235
| +19% | +$66.4K | ﹤0.01% | 1165 |
|
|
2019
Q2 | $401K | Sell |
11,945
-312
| -3% | -$10.8K | ﹤0.01% | 1196 |
|
|
2019
Q1 | $415K | Buy |
12,257
+1,378
| +13% | +$48K | ﹤0.01% | 1140 |
|
|
2018
Q4 | $320K | Buy |
10,879
+368
| +4% | +$12.9K | ﹤0.01% | 1199 |
|
|
2018
Q3 | $411K | Sell |
10,511
-47
| -0.4% | -$1.75K | ﹤0.01% | 1206 |
|
|
2018
Q2 | $391K | Buy |
10,558
+78
| +0.7% | +$3.25K | ﹤0.01% | 1211 |
|
|
2018
Q1 | $499K | Sell |
10,480
-2,047
| -16% | -$107K | ﹤0.01% | 1089 |
|
|
2017
Q4 | $688K | Buy |
12,527
+72
| +0.6% | +$3.87K | ﹤0.01% | 896 |
|
|
2017
Q3 | $637K | Buy |
12,455
+93
| +0.8% | +$4.54K | ﹤0.01% | 932 |
|
|
2017
Q2 | $576K | Sell |
12,362
-2,852
| -19% | -$131K | ﹤0.01% | 952 |
|
|
2017
Q1 | $713K | Buy |
15,214
+4,297
| +39% | +$201K | ﹤0.01% | 807 |
|
|
2016
Q4 | $480K | Buy |
10,917
+30
| +0.3% | +$1.2K | ﹤0.01% | 945 |
|
|
2016
Q3 | $384K | Sell |
10,887
-2,536
| -19% | -$85.8K | ﹤0.01% | 1038 |
|
|
2016
Q2 | $427K | Sell |
13,423
-55
| -0.4% | -$1.86K | ﹤0.01% | 852 |
|
|
2016
Q1 | $417K | Sell |
13,478
-500
| -4% | -$14.7K | ﹤0.01% | 828 |
|
|
2015
Q4 | $465K | Buy |
13,978
+10,000
| +251% | +$345K | ﹤0.01% | 797 |
|
|
2015
Q3 | $128K | Buy |
+3,978
| New | +$137K | ﹤0.01% | 1445 |
|
|
2015
Q2 | – | Sell |
-3,571
| Closed | -$120K | – | 2923 |
|
|
2015
Q1 | $120K | Buy |
3,571
+279
| +8% | +$9.26K | ﹤0.01% | 1481 |
|
|
2014
Q4 | $115K | Buy |
3,292
+71
| +2% | +$2.4K | ﹤0.01% | 1476 |
|
|
2014
Q3 | $111K | Sell |
3,221
-350
| -10% | -$12.3K | ﹤0.01% | 1406 |
|
|
2014
Q2 | $124K | Buy |
3,571
+1
| +0% | +$34 | ﹤0.01% | 1299 |
|
|
2014
Q1 | $126K | Hold |
3,570
| – | – | ﹤0.01% | 1254 |
|
|
2013
Q4 | $125K | Buy |
3,570
+119
| +3% | +$3.9K | ﹤0.01% | 1078 |
|
|
2013
Q3 | $105K | Buy |
3,451
+350
| +11% | +$10.8K | ﹤0.01% | 1084 |
|
|
2013
Q2 | $91K | Buy |
+3,101
| New | +$86.3K | ﹤0.01% | 1036 |
|
Other funds holding UNM
VPM
VCM
Creative Planning's UNM Position: Q1 2026 in Review
Creative Planning increased its Unum (UNM) stake by 48% in Q1 2026, buying an estimated $3.74M and bringing the position to 154,340 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #643.
Creative Planning first reported a position in UNM in Q2 2013 and has held it in 51 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Creative Planning held 154,340 shares of Unum worth $11.3M as of Q1 2026.
- Creative Planning bought 50,127 Unum shares in Q1 2026, an estimated $3.74M.
- Unum made up 0.01% of Creative Planning's portfolio in Q1 2026, its #643 holding.
- Creative Planning first reported a position in Unum in Q2 2013 and has held it in 51 quarters since.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.