Investors Research Corp’s Unum UNM Stock Holding History

Investors Research Corp’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	$1.9M	Sell	21,301 -2,100	-9%	-$174K	0.34%	44
2026 Q1	$1.71M	Sell	23,401 -300	-1%	-$22.4K	0.33%	45
2025 Q4	$1.84M	Sell	23,701 -675	-3%	-$51.6K	0.34%	44
2025 Q3	$1.9M	Hold	24,376	–	–	0.35%	43
2025 Q2	$1.97M	Hold	24,376	–	–	0.39%	42
2025 Q1	$1.99M	Hold	24,376	–	–	0.43%	40
2024 Q4	$1.78M	Sell	24,376 -10,224	-30%	-$705K	0.39%	44
2024 Q3	$2.06M	Sell	34,600 -125	-0.4%	-$6.79K	0.45%	41
2024 Q2	$1.77M	Hold	34,725	–	–	0.41%	48
2024 Q1	$1.86M	Sell	34,725 -1,325	-4%	-$64.6K	0.44%	41
2023 Q4	$1.63M	Hold	36,050	–	–	0.39%	51
2023 Q3	$1.77M	Sell	36,050 -300	-0.8%	-$14.7K	0.46%	40
2023 Q2	$1.73M	Sell	36,350 -150	-0.4%	-$6.54K	0.44%	42
2023 Q1	$1.44M	Sell	36,500 -425	-1%	-$17.6K	0.38%	52
2022 Q4	$1.52M	Sell	36,925 -375	-1%	-$15.7K	0.41%	48
2022 Q3	$1.45M	Hold	37,300	–	–	0.44%	44
2022 Q2	$1.27M	Hold	37,300	–	–	0.38%	53
2022 Q1	$1.18M	Hold	37,300	–	–	0.33%	79
2021 Q4	$916K	Hold	37,300	–	–	0.28%	96
2021 Q3	$935K	Hold	37,300	–	–	0.32%	93
2021 Q2	$1.06M	Hold	37,300	–	–	0.37%	88
2021 Q1	$1.04M	Sell	37,300 -850	-2%	-$22.1K	0.39%	87
2020 Q4	$875K	Sell	38,150 -700	-2%	-$14.5K	0.34%	86
2020 Q3	$654K	Sell	38,850 -725	-2%	-$12.9K	0.32%	94
2020 Q2	$657K	Hold	39,575	–	–	0.33%	97
2020 Q1	$594K	Buy	39,575 +32,775	+482%	+$788K	0.37%	78
2019 Q4	$198K	Hold	6,800	–	–	0.09%	283
2019 Q3	$202K	Hold	6,800	–	–	0.1%	254
2019 Q2	$228K	Buy	6,800 +300	+5%	+$10.4K	0.12%	236
2019 Q1	$220K	Buy	+6,500	New	+$226K	0.12%	238
2018 Q4	–	Sell	-6,500	Closed	-$254K	–	339
2018 Q3	$254K	Hold	6,500	–	–	0.15%	242
2018 Q2	$240K	Hold	6,500	–	–	0.14%	248
2018 Q1	$309K	Sell	6,500 -275	-4%	-$14.4K	0.19%	211
2017 Q4	$372K	Buy	+6,775	New	+$364K	0.23%	171

Other funds holding UNM

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp's UNM Position: Q2 2026 in Review

Investors Research Corp reduced its Unum (UNM) stake by 9% in Q2 2026, selling an estimated $174K and leaving 21,301 shares worth $1.9M. The position accounts for 0.34% of the portfolio, ranked #44.

Investors Research Corp first reported a position in UNM in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.06M in Q3 2024. 136 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Investors Research Corp held 21,301 shares of Unum worth $1.9M as of Q2 2026.
Investors Research Corp sold 2,100 Unum shares in Q2 2026, an estimated $174K.
Unum made up 0.34% of Investors Research Corp's portfolio in Q2 2026, its #44 holding.
Investors Research Corp first reported a position in Unum in Q4 2017 and has held it in 34 quarters since.
Investors Research Corp's Unum position peaked at $2.06M in Q3 2024.
136 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.