IFP 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 | $156K | Sell |
1,741
-1,616
| -48% | -$134K | ﹤0.01% | 1678 |
|
|
2026
Q1 | $245K | Sell |
3,357
-2,738
| -45% | -$204K | 0.01% | 1284 |
|
|
2025
Q4 | $472K | Sell |
6,095
-666
| -10% | -$50.9K | 0.01% | 958 |
|
|
2025
Q3 | $526K | Buy |
6,761
+5,476
| +426% | +$410K | 0.01% | 842 |
|
|
2025
Q2 | $205K | Buy |
1,285
+74
| +6% | +$5.84K | 0.01% | 1262 |
|
|
2025
Q1 | $98.7K | Sell |
1,211
-23
| -2% | -$1.77K | ﹤0.01% | 1533 |
|
|
2024
Q4 | $90.1K | Sell |
1,234
-1,194
| -49% | -$82.3K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $144K | Sell |
2,428
-410
| -14% | -$22.3K | 0.01% | 1246 |
|
|
2024
Q2 | $145K | Sell |
2,838
-51
| -2% | -$2.64K | 0.01% | 1198 |
|
|
2024
Q1 | $155K | Sell |
2,889
-1,520
| -34% | -$74.1K | 0.01% | 1120 |
|
|
2023
Q4 | $199K | Sell |
4,409
-464
| -10% | -$21.1K | 0.01% | 946 |
|
|
2023
Q3 | $240K | Sell |
4,873
-345
| -7% | -$16.9K | 0.01% | 884 |
|
|
2023
Q2 | $249K | Buy |
5,218
+2,212
| +74% | +$96.5K | 0.01% | 914 |
|
|
2023
Q1 | $118K | Sell |
3,006
-245
| -8% | -$10.1K | 0.01% | 1173 |
|
|
2022
Q4 | $140K | Sell |
3,251
-643
| -17% | -$26.9K | ﹤0.01% | 1555 |
|
|
2022
Q3 | $155K | Buy |
3,894
+2,382
| +158% | +$87.1K | ﹤0.01% | 1567 |
|
|
2022
Q2 | $61K | Hold |
1,512
| – | – | ﹤0.01% | 2014 |
|
|
2022
Q1 | $61K | Buy |
1,512
+1,414
| +1,443% | +$39.5K | ﹤0.01% | 2014 |
|
|
2021
Q4 | $2K | Sell |
98
-4,790
| -98% | -$123K | ﹤0.01% | 2852 |
|
|
2021
Q3 | $121K | Buy |
4,888
+803
| +20% | +$21.3K | ﹤0.01% | 1203 |
|
|
2021
Q2 | $115K | Buy |
4,085
+2,807
| +220% | +$82.5K | ﹤0.01% | 1175 |
|
|
2021
Q1 | $36K | Buy |
1,278
+1,189
| +1,336% | +$30.9K | ﹤0.01% | 1594 |
|
|
2020
Q4 | $2K | Hold |
89
| – | – | ﹤0.01% | 2669 |
|
|
2020
Q3 | $2K | Buy |
89
+54
| +154% | +$960 | ﹤0.01% | 2521 |
|
|
2020
Q2 | $1K | Sell |
35
-322
| -90% | -$5.08K | ﹤0.01% | 2627 |
|
|
2020
Q1 | $6K | Buy |
357
+149
| +72% | +$3.58K | ﹤0.01% | 2012 |
|
|
2019
Q4 | $5K | Sell |
208
-34
| -14% | -$989 | ﹤0.01% | 2200 |
|
|
2019
Q3 | $6K | Buy |
+242
| New | +$7.19K | ﹤0.01% | 2293 |
|
|
2019
Q1 | $2K | Sell |
72
-1,060
| -94% | -$36.9K | ﹤0.01% | 2122 |
|
|
2018
Q4 | $33K | Buy |
1,132
+244
| +27% | +$8.54K | ﹤0.01% | 1856 |
|
|
2018
Q3 | $35K | Sell |
888
-243
| -21% | -$9.07K | ﹤0.01% | 2114 |
|
|
2018
Q2 | $42K | Buy |
1,131
+352
| +45% | +$14.7K | ﹤0.01% | 2027 |
|
|
2018
Q1 | $43K | Hold |
779
| – | – | ﹤0.01% | 1913 |
|
|
2017
Q4 | $43K | Buy |
779
+24
| +3% | +$1.29K | ﹤0.01% | 1934 |
|
|
2017
Q3 | $39K | Sell |
755
-23
| -3% | -$1.12K | ﹤0.01% | 2152 |
|
|
2017
Q2 | $36K | Sell |
778
-1,229
| -61% | -$56.5K | ﹤0.01% | 2190 |
|
|
2017
Q1 | $94K | Sell |
2,007
-116
| -5% | -$5.43K | ﹤0.01% | 1525 |
|
|
2016
Q4 | $93K | Sell |
2,123
-258
| -11% | -$10.3K | ﹤0.01% | 1502 |
|
|
2016
Q3 | $84K | Sell |
2,381
-159
| -6% | -$5.38K | ﹤0.01% | 1479 |
|
|
2016
Q2 | $81K | Buy |
2,540
+2,468
| +3,428% | +$83.5K | ﹤0.01% | 1465 |
|
|
2016
Q1 | $2K | Sell |
72
-2,521
| -97% | -$74K | ﹤0.01% | 2118 |
|
|
2015
Q4 | $86K | Buy |
+2,593
| New | +$89.4K | 0.01% | 1261 |
|
Other funds holding UNM
IFP Advisors's UNM Position: Q2 2026 in Review
IFP Advisors reduced its Unum (UNM) stake by 48% in Q2 2026, selling an estimated $134K and leaving 1,741 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.
IFP Advisors first reported a position in UNM in Q4 2015 and has held it in 42 quarters since. The position peaked at $526K in Q3 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- IFP Advisors held 1,741 shares of Unum worth $156K as of Q2 2026.
- IFP Advisors sold 1,616 Unum shares in Q2 2026, an estimated $134K.
- Unum made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1678 holding.
- IFP Advisors first reported a position in Unum in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Unum position peaked at $526K in Q3 2025.
- 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.