Foster & Motley’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 | $9.05M | Buy |
123,907
+632
| +0.5% | +$47.2K | 0.47% | 51 |
|
|
2025
Q4 | $9.55M | Sell |
123,275
-2,284
| -2% | -$175K | 0.51% | 45 |
|
|
2025
Q3 | $9.77M | Buy |
125,559
+2,184
| +2% | +$164K | 0.53% | 40 |
|
|
2025
Q2 | $9.96M | Buy |
123,375
+3,430
| +3% | +$271K | 0.58% | 39 |
|
|
2025
Q1 | $9.77M | Buy |
119,945
+4,351
| +4% | +$335K | 0.62% | 39 |
|
|
2024
Q4 | $8.44M | Buy |
115,594
+1,078
| +0.9% | +$74.3K | 0.55% | 43 |
|
|
2024
Q3 | $6.81M | Sell |
114,516
-1,566
| -1% | -$85K | 0.43% | 57 |
|
|
2024
Q2 | $5.93M | Buy |
116,082
+1,522
| +1% | +$78.7K | 0.41% | 65 |
|
|
2024
Q1 | $6.15M | Buy |
114,560
+2,171
| +2% | +$106K | 0.42% | 62 |
|
|
2023
Q4 | $5.08M | Buy |
112,389
+2,586
| +2% | +$118K | 0.38% | 72 |
|
|
2023
Q3 | $5.4M | Buy |
109,803
+2,682
| +3% | +$131K | 0.44% | 58 |
|
|
2023
Q2 | $5.11M | Buy |
107,121
+14,029
| +15% | +$612K | 0.4% | 65 |
|
|
2023
Q1 | $3.68M | Buy |
93,092
+14,409
| +18% | +$595K | 0.3% | 92 |
|
|
2022
Q4 | $3.23M | Buy |
78,683
+13,275
| +20% | +$556K | 0.28% | 99 |
|
|
2022
Q3 | $2.54M | Buy |
65,408
+25,164
| +63% | +$920K | 0.24% | 112 |
|
|
2022
Q2 | $1.37M | Buy |
40,244
+32,963
| +453% | +$1.12M | 0.12% | 165 |
|
|
2022
Q1 | $229K | Sell |
7,281
-8,812
| -55% | -$246K | 0.02% | 339 |
|
|
2021
Q4 | $395K | Sell |
16,093
-1,066
| -6% | -$27.3K | 0.03% | 273 |
|
|
2021
Q3 | $430K | Sell |
17,159
-550
| -3% | -$14.6K | 0.04% | 250 |
|
|
2021
Q2 | $503K | Sell |
17,709
-1,235
| -7% | -$36.3K | 0.04% | 232 |
|
|
2021
Q1 | $527K | Sell |
18,944
-863
| -4% | -$22.4K | 0.04% | 217 |
|
|
2020
Q4 | $454K | Sell |
19,807
-4,842
| -20% | -$100K | 0.04% | 220 |
|
|
2020
Q3 | $415K | Sell |
24,649
-979
| -4% | -$17.4K | 0.05% | 206 |
|
|
2020
Q2 | $425K | Sell |
25,628
-3,583
| -12% | -$56.5K | 0.05% | 198 |
|
|
2020
Q1 | $438K | Buy |
+29,211
| New | +$703K | 0.07% | 180 |
|
|
2019
Q3 | – | Sell |
-12,001
| Closed | -$403K | – | 263 |
|
|
2019
Q2 | $403K | Sell |
12,001
-3,639
| -23% | -$126K | 0.06% | 197 |
|
|
2019
Q1 | $529K | Sell |
15,640
-2,972
| -16% | -$103K | 0.08% | 169 |
|
|
2018
Q4 | $547K | Buy |
18,612
+2,167
| +13% | +$75.8K | 0.09% | 167 |
|
|
2018
Q3 | $643K | Sell |
16,445
-5,876
| -26% | -$219K | 0.1% | 153 |
|
|
2018
Q2 | $826K | Sell |
22,321
-1,600
| -7% | -$66.7K | 0.13% | 137 |
|
|
2018
Q1 | $1.14M | Buy |
23,921
+6,445
| +37% | +$337K | 0.19% | 113 |
|
|
2017
Q4 | $959K | Buy |
17,476
+7,272
| +71% | +$390K | 0.15% | 127 |
|
|
2017
Q3 | $522K | Buy |
+10,204
| New | +$498K | 0.09% | 149 |
|
Other funds holding UNM
VPM
VCM
Foster & Motley's UNM Position: Q1 2026 in Review
Foster & Motley increased its Unum (UNM) stake by 0.51% in Q1 2026, buying an estimated $47.2K and bringing the position to 123,907 shares worth $9.05M. The position accounts for 0.47% of the portfolio, ranked #51.
Foster & Motley first reported a position in UNM in Q3 2017 and has held it in 33 quarters since. The position peaked at $9.96M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Foster & Motley held 123,907 shares of Unum worth $9.05M as of Q1 2026.
- Foster & Motley bought 632 Unum shares in Q1 2026, an estimated $47.2K.
- Unum made up 0.47% of Foster & Motley's portfolio in Q1 2026, its #51 holding.
- Foster & Motley first reported a position in Unum in Q3 2017 and has held it in 33 quarters since.
- Foster & Motley's Unum position peaked at $9.96M in Q2 2025.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.