First Trust 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 | $170M | Sell |
1,899,262
-1,348,678
| -42% | -$112M | 0.1% | 238 |
|
|
2026
Q1 | $237M | Sell |
3,247,940
-1,433,139
| -31% | -$107M | 0.17% | 150 |
|
|
2025
Q4 | $363M | Sell |
4,681,079
-1,053,858
| -18% | -$80.6M | 0.26% | 91 |
|
|
2025
Q3 | $446M | Buy |
5,734,937
+223,095
| +4% | +$16.7M | 0.33% | 62 |
|
|
2025
Q2 | $445M | Sell |
5,511,842
-309,498
| -5% | -$24.4M | 0.36% | 49 |
|
|
2025
Q1 | $474M | Buy |
5,821,340
+4,112,888
| +241% | +$317M | 0.42% | 35 |
|
|
2024
Q4 | $125M | Buy |
1,708,452
+227,644
| +15% | +$15.7M | 0.11% | 217 |
|
|
2024
Q3 | $88M | Buy |
1,480,808
+140,807
| +11% | +$7.65M | 0.08% | 269 |
|
|
2024
Q2 | $68.5M | Buy |
1,340,001
+108,778
| +9% | +$5.63M | 0.07% | 307 |
|
|
2024
Q1 | $66.1M | Buy |
1,231,223
+257,743
| +26% | +$12.6M | 0.07% | 370 |
|
|
2023
Q4 | $44M | Buy |
973,480
+292,917
| +43% | +$13.3M | 0.05% | 462 |
|
|
2023
Q3 | $33.5M | Sell |
680,563
-63,613
| -9% | -$3.11M | 0.04% | 523 |
|
|
2023
Q2 | $35.5M | Sell |
744,176
-189,731
| -20% | -$8.28M | 0.04% | 533 |
|
|
2023
Q1 | $36.9M | Sell |
933,907
-17,885
| -2% | -$739K | 0.04% | 518 |
|
|
2022
Q4 | $39.1M | Sell |
951,792
-120,491
| -11% | -$5.05M | 0.05% | 502 |
|
|
2022
Q3 | $41.6M | Sell |
1,072,283
-222,700
| -17% | -$8.15M | 0.05% | 471 |
|
|
2022
Q2 | $44.1M | Sell |
1,294,983
-372,281
| -22% | -$12.6M | 0.05% | 477 |
|
|
2022
Q1 | $52.5M | Buy |
1,667,264
+415,756
| +33% | +$11.6M | 0.05% | 490 |
|
|
2021
Q4 | $30.8M | Buy |
1,251,508
+172,019
| +16% | +$4.4M | 0.03% | 661 |
|
|
2021
Q3 | $27.1M | Sell |
1,079,489
-246,634
| -19% | -$6.53M | 0.03% | 667 |
|
|
2021
Q2 | $37.7M | Buy |
1,326,123
+222,996
| +20% | +$6.55M | 0.04% | 536 |
|
|
2021
Q1 | $30.7M | Sell |
1,103,127
-1,632,440
| -60% | -$42.4M | 0.04% | 565 |
|
|
2020
Q4 | $62.8M | Buy |
2,735,567
+246,624
| +10% | +$5.1M | 0.08% | 327 |
|
|
2020
Q3 | $41.9M | Sell |
2,488,943
-64,607
| -3% | -$1.15M | 0.07% | 384 |
|
|
2020
Q2 | $42.4M | Buy |
2,553,550
+1,997,329
| +359% | +$31.5M | 0.07% | 389 |
|
|
2020
Q1 | $8.35M | Buy |
556,221
+13,073
| +2% | +$314K | 0.02% | 705 |
|
|
2019
Q4 | $15.8M | Buy |
543,148
+178,457
| +49% | +$5.19M | 0.03% | 694 |
|
|
2019
Q3 | $10.8M | Buy |
364,691
+166,527
| +84% | +$4.95M | 0.02% | 792 |
|
|
2019
Q2 | $6.65M | Sell |
198,164
-32,738
| -14% | -$1.13M | 0.01% | 918 |
|
|
2019
Q1 | $7.81M | Sell |
230,902
-97,597
| -30% | -$3.4M | 0.02% | 847 |
|
|
2018
Q4 | $9.65M | Sell |
328,499
-426,502
| -56% | -$14.9M | 0.02% | 721 |
|
|
2018
Q3 | $29.5M | Buy |
755,001
+272,967
| +57% | +$10.2M | 0.05% | 431 |
|
|
2018
Q2 | $17.8M | Buy |
482,034
+62,569
| +15% | +$2.61M | 0.04% | 608 |
|
|
2018
Q1 | $20M | Sell |
419,465
-492
| -0.1% | -$25.7K | 0.05% | 557 |
|
|
2017
Q4 | $23.1M | Sell |
419,957
-39,907
| -9% | -$2.14M | 0.05% | 486 |
|
|
2017
Q3 | $23.5M | Buy |
459,864
+16,923
| +4% | +$825K | 0.06% | 422 |
|
|
2017
Q2 | $20.7M | Sell |
442,941
-26,718
| -6% | -$1.23M | 0.06% | 482 |
|
|
2017
Q1 | $22M | Sell |
469,659
-97,043
| -17% | -$4.54M | 0.06% | 426 |
|
|
2016
Q4 | $24.9M | Sell |
566,702
-55,040
| -9% | -$2.2M | 0.07% | 360 |
|
|
2016
Q3 | $22M | Sell |
621,742
-25,857
| -4% | -$875K | 0.07% | 415 |
|
|
2016
Q2 | $20.6M | Buy |
647,599
+604,348
| +1,397% | +$20.4M | 0.06% | 405 |
|
|
2016
Q1 | $1.34M | Sell |
43,251
-18,772
| -30% | -$551K | ﹤0.01% | 1523 |
|
|
2015
Q4 | $2.06M | Buy |
62,023
+13,461
| +28% | +$464K | 0.01% | 1371 |
|
|
2015
Q3 | $1.56M | Sell |
48,562
-14,918
| -24% | -$514K | ﹤0.01% | 1524 |
|
|
2015
Q2 | $2.27M | Sell |
63,480
-564,372
| -90% | -$19.7M | 0.01% | 1455 |
|
|
2015
Q1 | $21.2M | Sell |
627,852
-59,807
| -9% | -$1.98M | 0.06% | 391 |
|
|
2014
Q4 | $24M | Buy |
687,659
+75,209
| +12% | +$2.54M | 0.08% | 334 |
|
|
2014
Q3 | $21.1M | Buy |
612,450
+186,921
| +44% | +$6.57M | 0.08% | 334 |
|
|
2014
Q2 | $14.8M | Buy |
425,529
+26,761
| +7% | +$914K | 0.06% | 498 |
|
|
2014
Q1 | $14.1M | Buy |
398,768
+31,516
| +9% | +$1.08M | 0.06% | 498 |
|
|
2013
Q4 | $12.9M | Buy |
367,252
+72,892
| +25% | +$2.39M | 0.06% | 489 |
|
|
2013
Q3 | $8.96M | Buy |
294,360
+6,297
| +2% | +$193K | 0.05% | 586 |
|
|
2013
Q2 | $8.46M | Buy |
+288,063
| New | +$8.02M | 0.06% | 515 |
|
Other funds holding UNM
VPM
VCM
N
First Trust Advisors's UNM Position: Q2 2026 in Review
First Trust Advisors reduced its Unum (UNM) stake by 42% in Q2 2026, selling an estimated $112M and leaving 1,899,262 shares worth $170M. The position accounts for 0.1% of the portfolio, ranked #238.
First Trust Advisors first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $474M in Q1 2025. 590 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- First Trust Advisors held 1,899,262 shares of Unum worth $170M as of Q2 2026.
- First Trust Advisors sold 1,348,678 Unum shares in Q2 2026, an estimated $112M.
- Unum made up 0.1% of First Trust Advisors's portfolio in Q2 2026, its #238 holding.
- First Trust Advisors first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
- First Trust Advisors's Unum position peaked at $474M in Q1 2025.
- 590 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.