Hoey Investments’s Unum UNM Stock Holding History

Hoey 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 Q2	$93.9K	Hold	1,050	–	–	0.01%	120
2026 Q1	$76.7K	Hold	1,050	–	–	0.01%	124
2025 Q4	$81.4K	Hold	1,050	–	–	0.01%	129
2025 Q3	$81.7K	Hold	1,050	–	–	0.01%	131
2025 Q2	$84.8K	Hold	1,050	–	–	0.01%	118
2025 Q1	$85.5K	Hold	1,050	–	–	0.02%	106
2024 Q4	$76.7K	Hold	1,050	–	–	0.01%	108
2024 Q3	$53.7K	Hold	1,050	–	–	0.01%	125
2024 Q2	$53.7K	Hold	1,050	–	–	0.01%	125
2024 Q1	$56.3K	Hold	1,050	–	–	0.01%	120
2023 Q4	$47.5K	Hold	1,050	–	–	0.01%	127
2023 Q3	$51.6K	Hold	1,050	–	–	0.02%	122
2023 Q2	$50.1K	Hold	1,050	–	–	0.02%	129
2023 Q1	$41.5K	Hold	1,050	–	–	0.02%	142
2022 Q4	$43.1K	Hold	1,050	–	–	0.02%	140
2022 Q3	$41K	Hold	1,050	–	–	0.02%	153
2022 Q2	$36K	Hold	1,050	–	–	0.02%	133
2022 Q1	$33K	Hold	1,050	–	–	0.01%	122
2021 Q4	$26K	Hold	1,050	–	–	0.01%	132
2021 Q3	$26K	Hold	1,050	–	–	0.01%	127
2021 Q2	$30K	Hold	1,050	–	–	0.01%	126
2021 Q1	$29K	Hold	1,050	–	–	0.01%	134
2020 Q4	$24K	Hold	1,050	–	–	0.01%	113
2020 Q3	$18K	Buy	+1,050	New	+$18.7K	0.01%	92

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hoey Investments's UNM Position: Q2 2026 in Review

Hoey Investments held its Unum (UNM) position steady in Q2 2026 at 1,050 shares worth $93.9K. The position accounts for 0.01% of the portfolio, ranked #120.

Hoey Investments first reported a position in UNM in Q3 2020 and has held it in 24 quarters since. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Hoey Investments held 1,050 shares of Unum worth $93.9K as of Q2 2026.
Hoey Investments left its Unum share count unchanged in Q2 2026.
Unum made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #120 holding.
Hoey Investments first reported a position in Unum in Q3 2020 and has held it in 24 quarters since.
388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.