Patten Group’s Unum UNM Stock Holding History

Patten Group’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 Q1	$435K	Buy	5,956 +26	+0.4%	+$1.94K	0.08%	218
2025 Q4	$460K	Hold	5,930	–	–	0.09%	209
2025 Q3	$461K	Sell	5,930 -550	-8%	-$41.2K	0.09%	194
2025 Q2	$523K	Hold	6,480	–	–	0.11%	170
2025 Q1	$528K	Hold	6,480	–	–	0.12%	171
2024 Q4	$473K	Sell	6,480 -751	-10%	-$51.8K	0.1%	185
2024 Q3	$430K	Hold	7,231	–	–	0.1%	193
2024 Q2	$370K	Hold	7,231	–	–	0.09%	196
2024 Q1	$388K	Hold	7,231	–	–	0.1%	191
2023 Q4	$327K	Buy	7,231 +93	+1%	+$4.24K	0.09%	192
2023 Q3	$351K	Sell	7,138 -400	-5%	-$19.6K	0.1%	181
2023 Q2	$360K	Sell	7,538 -647	-8%	-$28.2K	0.05%	182
2023 Q1	$324K	Hold	8,185	–	–	0.1%	191
2022 Q4	$336K	Hold	8,185	–	–	0.11%	192
2022 Q3	$341K	Hold	8,185	–	–	0.12%	183
2022 Q2	$269K	Hold	8,185	–	–	0.09%	206
2022 Q1	$258K	Hold	8,185	–	–	0.07%	224
2021 Q4	$201K	Sell	8,185 -600	-7%	-$15.4K	0.05%	259
2021 Q3	$220K	Hold	8,785	–	–	0.06%	240
2021 Q2	$250K	Sell	8,785 -2,016	-19%	-$59.3K	0.07%	231
2021 Q1	$301K	Hold	10,801	–	–	0.1%	204
2020 Q4	$248K	Sell	10,801 -7,680	-42%	-$159K	0.07%	211
2020 Q3	$311K	Buy	18,481 +6,803	+58%	+$121K	0.12%	174
2020 Q2	$194K	Sell	11,678 -350	-3%	-$5.52K	0.08%	198
2020 Q1	$181K	Sell	12,028 -2,264	-16%	-$54.5K	0.09%	180
2019 Q4	$417K	Sell	14,292 -24,754	-63%	-$720K	0.16%	146
2019 Q3	$1.16M	Sell	39,046 -2,237	-5%	-$66.4K	0.47%	62
2019 Q2	$1.39M	Sell	41,283 -3,793	-8%	-$131K	0.57%	56
2019 Q1	$1.52M	Sell	45,076 -845	-2%	-$29.4K	0.66%	49
2018 Q4	$1.35M	Sell	45,921 -5,757	-11%	-$201K	0.64%	44
2018 Q3	$2.02M	Sell	51,678 -4,640	-8%	-$173K	0.77%	35
2018 Q2	$2.08M	Buy	56,318 +15,481	+38%	+$646K	0.83%	31
2018 Q1	$1.94M	Sell	40,837 -262	-0.6%	-$13.7K	0.8%	35
2017 Q4	$2.26M	Sell	41,099 -5,470	-12%	-$294K	0.89%	30
2017 Q3	$2.38M	Sell	46,569 -395	-0.8%	-$19.3K	0.96%	26
2017 Q2	$2.39M	Sell	46,964 -504	-1%	-$23.2K	0.97%	24
2017 Q1	$2.2M	Sell	47,468 -2,436	-5%	-$114K	0.96%	26
2016 Q4	$2.29M	Sell	49,904 -470	-0.9%	-$18.8K	1.03%	23
2016 Q3	$1.82M	Sell	50,374 -1,000	-2%	-$33.8K	0.86%	32
2016 Q2	$1.63M	Buy	51,374 +1,425	+3%	+$48.2K	0.76%	37
2016 Q1	$1.54M	Buy	49,949 +39,774	+391%	+$1.17M	0.73%	37
2015 Q4	$339K	Hold	10,175	–	–	0.16%	132
2015 Q3	$326K	Sell	10,175 -476	-4%	-$16.4K	0.17%	126
2015 Q2	$381K	Sell	10,651 -347	-3%	-$12.1K	0.18%	120
2015 Q1	$371K	Hold	10,998	–	–	0.19%	122
2014 Q4	$383K	Buy	+10,998	New	+$371K	0.19%	121

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Patten Group's UNM Position: Q1 2026 in Review

Patten Group increased its Unum (UNM) stake by 0.44% in Q1 2026, buying an estimated $1.94K and bringing the position to 5,956 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #218.

Patten Group first reported a position in UNM in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.39M in Q2 2017. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Patten Group held 5,956 shares of Unum worth $435K as of Q1 2026.
Patten Group bought 26 Unum shares in Q1 2026, an estimated $1.94K.
Unum made up 0.08% of Patten Group's portfolio in Q1 2026, its #218 holding.
Patten Group first reported a position in Unum in Q4 2014 and has held it in 46 quarters since.
Patten Group's Unum position peaked at $2.39M in Q2 2017.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.