Old Port 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 | $787K | Buy |
8,802
+73
| +0.8% | +$6.05K | 0.16% | 137 |
|
|
2026
Q1 | $637K | Hold |
8,729
| – | – | 0.15% | 146 |
|
|
2025
Q4 | $676K | Sell |
8,729
-242
| -3% | -$18.5K | 0.17% | 137 |
|
|
2025
Q3 | $698K | Sell |
8,971
-29
| -0.3% | -$2.17K | 0.18% | 134 |
|
|
2025
Q2 | $727K | Sell |
9,000
-200
| -2% | -$15.8K | 0.2% | 132 |
|
|
2025
Q1 | $749K | Sell |
9,200
-55
| -0.6% | -$4.24K | 0.22% | 112 |
|
|
2024
Q4 | $676K | Buy |
9,255
+20
| +0.2% | +$1.38K | 0.19% | 123 |
|
|
2024
Q3 | $549K | Sell |
9,235
-27
| -0.3% | -$1.47K | 0.15% | 139 |
|
|
2024
Q2 | $473K | Sell |
9,262
-186
| -2% | -$9.62K | 0.14% | 144 |
|
|
2024
Q1 | $507K | Hold |
9,448
| – | – | 0.16% | 140 |
|
|
2023
Q4 | $427K | Hold |
9,448
| – | – | 0.14% | 153 |
|
|
2023
Q3 | $465K | Buy |
+9,448
| New | +$462K | 0.17% | 139 |
|
|
2023
Q1 | $386K | Sell |
9,728
-516
| -5% | -$21.3K | 0.14% | 157 |
|
|
2022
Q4 | $420K | Sell |
10,244
-100
| -1% | -$4.19K | 0.16% | 149 |
|
|
2022
Q3 | $425K | Sell |
10,344
-929
| -8% | -$34K | 0.17% | 152 |
|
|
2022
Q2 | $360K | Sell |
11,273
-236
| -2% | -$7.99K | 0.14% | 168 |
|
|
2022
Q1 | $364K | Sell |
11,509
-1,943
| -14% | -$54.3K | 0.12% | 176 |
|
|
2021
Q4 | $364K | Buy |
13,452
+1,205
| +10% | +$30.8K | 0.12% | 168 |
|
|
2021
Q3 | $326K | Sell |
12,247
-24
| -0.2% | -$635 | 0.12% | 168 |
|
|
2021
Q2 | $338K | Sell |
12,271
-1,816
| -13% | -$53.4K | 0.12% | 167 |
|
|
2021
Q1 | $392K | Sell |
14,087
-542
| -4% | -$14.1K | 0.15% | 139 |
|
|
2020
Q4 | $323K | Sell |
14,629
-704
| -5% | -$14.6K | 0.14% | 140 |
|
|
2020
Q3 | $258K | Sell |
15,333
-1,296
| -8% | -$23K | 0.13% | 145 |
|
|
2020
Q2 | $276K | Buy |
16,629
+4,349
| +35% | +$68.6K | 0.14% | 138 |
|
|
2020
Q1 | $184K | Buy |
12,280
+3,559
| +41% | +$85.6K | 0.11% | 160 |
|
|
2019
Q4 | $250K | Sell |
8,721
-1,664
| -16% | -$48.4K | 0.12% | 153 |
|
|
2019
Q3 | $283K | Buy |
10,385
+1,649
| +19% | +$49K | 0.15% | 137 |
|
|
2019
Q2 | $301K | Sell |
8,736
-403
| -4% | -$14K | 0.15% | 133 |
|
|
2019
Q1 | $309K | Hold |
9,139
| – | – | 0.16% | 135 |
|
|
2018
Q4 | $311K | Buy |
+9,139
| New | +$320K | 0.17% | 127 |
|
|
2018
Q2 | $350K | Buy |
+9,465
| New | +$395K | 0.19% | 124 |
|
Other funds holding UNM
Old Port Advisors's UNM Position: Q2 2026 in Review
Old Port Advisors increased its Unum (UNM) stake by 0.84% in Q2 2026, buying an estimated $6.05K and bringing the position to 8,802 shares worth $787K. The position accounts for 0.16% of the portfolio, ranked #137.
Old Port Advisors first reported a position in UNM in Q2 2018 and has held it in 31 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Old Port Advisors held 8,802 shares of Unum worth $787K as of Q2 2026.
- Old Port Advisors bought 73 Unum shares in Q2 2026, an estimated $6.05K.
- Unum made up 0.16% of Old Port Advisors's portfolio in Q2 2026, its #137 holding.
- Old Port Advisors first reported a position in Unum in Q2 2018 and has held it in 31 quarters since.
- 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.