GI
UNM icon

GAMMA Investing’s Unum UNM Stock Holding History

GAMMA Investing’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$884K Buy
10,078
+468
+5% +$42.4K 0.03% 471
2026
Q2 		$859K Buy
9,610
+501
+6% +$41.5K 0.03% 444
2026
Q1 		$665K Sell
9,109
-57
-0.6% -$4.25K 0.03% 471
2025
Q4 		$710K Buy
9,166
+934
+11% +$71.4K 0.04% 414
2025
Q3 		$640K Sell
8,232
-825
-9% -$61.8K 0.04% 427
2025
Q2 		$731K Buy
9,057
+223
+3% +$17.6K 0.05% 358
2025
Q1 		$720K Buy
8,834
+941
+12% +$72.5K 0.05% 313
2024
Q4 		$576K Buy
7,893
+680
+9% +$46.9K 0.05% 324
2024
Q3 		$429K Buy
7,213
+1,346
+23% +$73.1K 0.04% 371
2024
Q2 		$300K Buy
5,867
+2,796
+91% +$145K 0.04% 390
2024
Q1 		$165K Buy
3,071
+204
+7% +$9.95K 0.03% 458
2023
Q4 		$139K Buy
+2,867
New +$131K 0.04% 423

Other funds holding UNM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

GAMMA Investing's UNM Position: Q3 2026 in Review

GAMMA Investing increased its Unum (UNM) stake by 4.9% in Q3 2026, buying an estimated $42.4K and bringing the position to 10,078 shares worth $884K. The position accounts for 0.03% of the portfolio, ranked #471.

GAMMA Investing first reported a position in UNM in Q4 2023 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • GAMMA Investing held 10,078 shares of Unum worth $884K as of Q3 2026.
  • GAMMA Investing bought 468 Unum shares in Q3 2026, an estimated $42.4K.
  • Unum made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #471 holding.
  • GAMMA Investing first reported a position in Unum in Q4 2023 and has held it in 12 quarters since.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.