Gradient Investments’s Unum UNM Stock Holding History

Gradient Investments’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	$1.55M	Sell	17,680 -213	-1%	-$19.3K	0.02%	284
2026 Q2	$1.6M	Buy	+17,893	New	+$1.48M	0.02%	287
2024 Q3	–	Sell	-167	Closed	-$8.54K	–	1231
2024 Q2	$8.54K	Hold	167	–	–	﹤0.01%	766
2024 Q1	$8.96K	Hold	167	–	–	﹤0.01%	650
2023 Q4	$7.55K	Buy	167 +162	+3,240%	+$7.38K	﹤0.01%	890
2023 Q3	$246	Hold	5	–	–	﹤0.01%	1656
2023 Q2	$239	Buy	+5	New	+$218	﹤0.01%	1621
2020 Q1	–	Sell	-10	Closed	–	–	1247
2019 Q4	$0	Hold	10	–	–	﹤0.01%	1239
2019 Q3	$0	Buy	+10	New	+$297	﹤0.01%	1239
2018 Q4	–	Sell	-17	Closed	-$1K	–	1094
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	941
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	936
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	952
2017 Q4	$1K	Buy	+17	New	+$913	﹤0.01%	962
2015 Q3	–	Sell	-20	Closed	-$1K	–	684
2015 Q2	$1K	Hold	20	–	–	﹤0.01%	590
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	604
2014 Q4	$1K	Hold	20	–	–	﹤0.01%	538
2014 Q3	$1K	Hold	20	–	–	﹤0.01%	457
2014 Q2	$1K	Hold	20	–	–	﹤0.01%	475
2014 Q1	$1K	Buy	+20	New	+$683	﹤0.01%	496

Other funds holding UNM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Gradient Investments's UNM Position: Q3 2026 in Review

Gradient Investments reduced its Unum (UNM) stake by 1.2% in Q3 2026, selling an estimated $19.3K and leaving 17,680 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #284.

Gradient Investments first reported a position in UNM in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.6M in Q2 2026. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Gradient Investments held 17,680 shares of Unum worth $1.55M as of Q3 2026.
Gradient Investments sold 213 Unum shares in Q3 2026, an estimated $19.3K.
Unum made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #284 holding.
Gradient Investments first reported a position in Unum in Q1 2014 and has held it in 19 quarters since.
Gradient Investments's Unum position peaked at $1.6M in Q2 2026.
158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.