Patten & Patten’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $809K | Hold |
11,077
| – | – | 0.05% | 202 |
|
|
2025
Q4 | $858K | Hold |
11,077
| – | – | 0.05% | 197 |
|
|
2025
Q3 | $862K | Sell |
11,077
-2,000
| -15% | -$150K | 0.05% | 194 |
|
|
2025
Q2 | $1.06M | Sell |
13,077
-125
| -0.9% | -$9.87K | 0.07% | 165 |
|
|
2025
Q1 | $1.08M | Sell |
13,202
-140
| -1% | -$10.8K | 0.07% | 165 |
|
|
2024
Q4 | $974K | Sell |
13,342
-250
| -2% | -$17.2K | 0.06% | 169 |
|
|
2024
Q3 | $808K | Sell |
13,592
-85
| -0.6% | -$4.62K | 0.05% | 180 |
|
|
2024
Q2 | $699K | Sell |
13,677
-530
| -4% | -$27.4K | 0.05% | 183 |
|
|
2024
Q1 | $762K | Buy |
14,207
+1,996
| +16% | +$97.3K | 0.05% | 180 |
|
|
2023
Q4 | $552K | Hold |
12,211
| – | – | 0.05% | 188 |
|
|
2023
Q3 | $601K | Sell |
12,211
-140
| -1% | -$6.84K | 0.05% | 178 |
|
|
2023
Q2 | $589K | Sell |
12,351
-250
| -2% | -$10.9K | 0.05% | 188 |
|
|
2023
Q1 | $498K | Sell |
12,601
-170
| -1% | -$7.02K | 0.04% | 195 |
|
|
2022
Q4 | $524K | Hold |
12,771
| – | – | 0.05% | 188 |
|
|
2022
Q3 | $496K | Sell |
12,771
-100
| -0.8% | -$3.66K | 0.05% | 191 |
|
|
2022
Q2 | $438K | Hold |
12,871
| – | – | 0.04% | 206 |
|
|
2022
Q1 | $406K | Hold |
12,871
| – | – | 0.03% | 221 |
|
|
2021
Q4 | $316K | Sell |
12,871
-528
| -4% | -$13.5K | 0.02% | 240 |
|
|
2021
Q3 | $336K | Sell |
13,399
-4,000
| -23% | -$106K | 0.03% | 230 |
|
|
2021
Q2 | $494K | Sell |
17,399
-1,534
| -8% | -$45.1K | 0.04% | 208 |
|
|
2021
Q1 | $527K | Sell |
18,933
-4,000
| -17% | -$104K | 0.04% | 197 |
|
|
2020
Q4 | $526K | Sell |
22,933
-20,637
| -47% | -$427K | 0.05% | 189 |
|
|
2020
Q3 | $733K | Sell |
43,570
-12,950
| -23% | -$230K | 0.07% | 151 |
|
|
2020
Q2 | $938K | Sell |
56,520
-7,650
| -12% | -$121K | 0.1% | 130 |
|
|
2020
Q1 | $963K | Sell |
64,170
-8,797
| -12% | -$212K | 0.13% | 117 |
|
|
2019
Q4 | $2.13M | Sell |
72,967
-2,688
| -4% | -$78.2K | 0.21% | 91 |
|
|
2019
Q3 | $2.25M | Sell |
75,655
-25,725
| -25% | -$764K | 0.25% | 85 |
|
|
2019
Q2 | $3.4M | Sell |
101,380
-8,571
| -8% | -$297K | 0.37% | 69 |
|
|
2019
Q1 | $3.72M | Sell |
109,951
-1,800
| -2% | -$62.7K | 0.41% | 64 |
|
|
2018
Q4 | $3.28M | Sell |
111,751
-9,950
| -8% | -$348K | 0.4% | 65 |
|
|
2018
Q3 | $4.75M | Buy |
121,701
+300
| +0.2% | +$11.2K | 0.47% | 61 |
|
|
2018
Q2 | $4.49M | Sell |
121,401
-794
| -0.6% | -$33.1K | 0.46% | 60 |
|
|
2018
Q1 | $5.82M | Sell |
122,195
-2,000
| -2% | -$104K | 0.59% | 51 |
|
|
2017
Q4 | $6.82M | Sell |
124,195
-3,900
| -3% | -$209K | 0.68% | 49 |
|
|
2017
Q3 | $6.55M | Sell |
128,095
-3,705
| -3% | -$181K | 0.69% | 49 |
|
|
2017
Q2 | $6.15M | Sell |
131,800
-5,535
| -4% | -$255K | 0.68% | 51 |
|
|
2017
Q1 | $6.44M | Sell |
137,335
-2,100
| -2% | -$98.3K | 0.74% | 46 |
|
|
2016
Q4 | $6.13M | Sell |
139,435
-1,484
| -1% | -$59.4K | 0.75% | 43 |
|
|
2016
Q3 | $4.98M | Buy |
140,919
+110
| +0.1% | +$3.72K | 0.64% | 51 |
|
|
2016
Q2 | $4.48M | Sell |
140,809
-2,360
| -2% | -$79.8K | 0.62% | 56 |
|
|
2016
Q1 | $4.43M | Sell |
143,169
-34,470
| -19% | -$1.01M | 0.63% | 53 |
|
|
2015
Q4 | $5.91M | Sell |
177,639
-6,700
| -4% | -$231K | 0.82% | 45 |
|
|
2015
Q3 | $5.91M | Buy |
184,339
+58,060
| +46% | +$2M | 0.9% | 43 |
|
|
2015
Q2 | $4.51M | Sell |
126,279
-2,974
| -2% | -$104K | 0.66% | 58 |
|
|
2015
Q1 | $4.36M | Sell |
129,253
-2,400
| -2% | -$79.6K | 0.63% | 59 |
|
|
2014
Q4 | $4.59M | Sell |
131,653
-1,793
| -1% | -$60.5K | 0.69% | 57 |
|
|
2014
Q3 | $4.59M | Buy |
133,446
+1,725
| +1% | +$60.6K | 0.73% | 55 |
|
|
2014
Q2 | $4.58M | Sell |
131,721
-11,090
| -8% | -$379K | 0.74% | 55 |
|
|
2014
Q1 | $5.04M | Sell |
142,811
-638
| -0.4% | -$21.8K | 0.68% | 55 |
|
|
2013
Q4 | $5.03M | Sell |
143,449
-5,600
| -4% | -$183K | 0.7% | 55 |
|
|
2013
Q3 | $4.54M | Sell |
149,049
-6,760
| -4% | -$208K | 0.7% | 52 |
|
|
2013
Q2 | $4.58M | Buy |
+155,809
| New | +$4.34M | 0.75% | 46 |
|
Other funds holding UNM
VPM
VCM
Patten & Patten's UNM Position: Q1 2026 in Review
Patten & Patten held its Unum (UNM) position steady in Q1 2026 at 11,077 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #202.
Patten & Patten first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.82M in Q4 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Patten & Patten held 11,077 shares of Unum worth $809K as of Q1 2026.
- Patten & Patten left its Unum share count unchanged in Q1 2026.
- Unum made up 0.05% of Patten & Patten's portfolio in Q1 2026, its #202 holding.
- Patten & Patten first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
- Patten & Patten's Unum position peaked at $6.82M in Q4 2017.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.