North Star Investment Management’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 | $38.5K | Buy |
430
+1
| +0.2% | +$83 | ﹤0.01% | 798 |
|
|
2026
Q1 | $31.3K | Buy |
429
+2
| +0.5% | +$149 | ﹤0.01% | 833 |
|
|
2025
Q4 | $33.1K | Buy |
427
+1
| +0.2% | +$76 | ﹤0.01% | 755 |
|
|
2025
Q3 | $33.1K | Buy |
426
+1
| +0.2% | +$75 | ﹤0.01% | 737 |
|
|
2025
Q2 | $34.3K | Buy |
425
+2
| +0.5% | +$158 | ﹤0.01% | 709 |
|
|
2025
Q1 | $34.5K | Buy |
423
+1
| +0.2% | +$77 | ﹤0.01% | 680 |
|
|
2024
Q4 | $30.8K | Buy |
422
+1
| +0.2% | +$69 | ﹤0.01% | 701 |
|
|
2024
Q3 | $25K | Buy |
421
+2
| +0.5% | +$109 | ﹤0.01% | 697 |
|
|
2024
Q2 | $21.4K | Buy |
419
+1
| +0.2% | +$52 | ﹤0.01% | 706 |
|
|
2024
Q1 | $22.4K | Buy |
418
+2
| +0.5% | +$98 | ﹤0.01% | 723 |
|
|
2023
Q4 | $18.8K | Sell |
416
-13
| -3% | -$592 | ﹤0.01% | 726 |
|
|
2023
Q3 | $21.1K | Sell |
429
-399
| -48% | -$19.5K | ﹤0.01% | 722 |
|
|
2023
Q2 | $39.5K | Buy |
828
+2
| +0.2% | +$87 | ﹤0.01% | 645 |
|
|
2023
Q1 | $32.7K | Buy |
826
+2
| +0.2% | +$83 | ﹤0.01% | 684 |
|
|
2022
Q4 | $33.8K | Buy |
824
+16
| +2% | +$670 | ﹤0.01% | 661 |
|
|
2022
Q3 | $31K | Buy |
808
+2
| +0.2% | +$73 | ﹤0.01% | 622 |
|
|
2022
Q2 | $27K | Buy |
806
+2
| +0.2% | +$68 | ﹤0.01% | 670 |
|
|
2022
Q1 | $25K | Buy |
804
+2
| +0.2% | +$56 | ﹤0.01% | 708 |
|
|
2021
Q4 | $20K | Buy |
802
+2
| +0.3% | +$51 | ﹤0.01% | 773 |
|
|
2021
Q3 | $20K | Buy |
+800
| New | +$21.2K | ﹤0.01% | 742 |
|
|
2019
Q4 | – | Sell |
-810
| Closed | -$24K | – | 1097 |
|
|
2019
Q3 | $24K | Buy |
+810
| New | +$24.1K | ﹤0.01% | 687 |
|
|
2019
Q2 | – | Sell |
-2,090
| Closed | -$71K | – | 901 |
|
|
2019
Q1 | $71K | Buy |
2,090
+1,350
| +182% | +$47K | 0.01% | 497 |
|
|
2018
Q4 | $22K | Sell |
740
-1,410
| -66% | -$49.3K | ﹤0.01% | 674 |
|
|
2018
Q3 | $84K | Hold |
2,150
| – | – | 0.01% | 476 |
|
|
2018
Q2 | $80K | Hold |
2,150
| – | – | 0.01% | 483 |
|
|
2018
Q1 | $102K | Buy |
2,150
+740
| +52% | +$38.7K | 0.01% | 436 |
|
|
2017
Q4 | $77K | Hold |
1,410
| – | – | 0.01% | 475 |
|
|
2017
Q3 | $72K | Hold |
1,410
| – | – | 0.01% | 481 |
|
|
2017
Q2 | $66K | Hold |
1,410
| – | – | 0.01% | 493 |
|
|
2017
Q1 | $66K | Hold |
1,410
| – | – | 0.01% | 478 |
|
|
2016
Q4 | $62K | Buy |
1,410
+640
| +83% | +$25.6K | 0.01% | 470 |
|
|
2016
Q3 | $27K | Hold |
770
| – | – | ﹤0.01% | 495 |
|
|
2016
Q2 | $24K | Buy |
+770
| New | +$26K | ﹤0.01% | 511 |
|
Other funds holding UNM
North Star Investment Management's UNM Position: Q2 2026 in Review
North Star Investment Management increased its Unum (UNM) stake by 0.23% in Q2 2026, buying an estimated $83 and bringing the position to 430 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #798.
North Star Investment Management first reported a position in UNM in Q2 2016 and has held it in 33 quarters since. The position peaked at $102K in Q1 2018. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- North Star Investment Management held 430 shares of Unum worth $38.5K as of Q2 2026.
- North Star Investment Management bought 1 Unum share in Q2 2026, an estimated $83.
- Unum made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #798 holding.
- North Star Investment Management first reported a position in Unum in Q2 2016 and has held it in 33 quarters since.
- North Star Investment Management's Unum position peaked at $102K in Q1 2018.
- 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.