Sigma Planning Corp’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 | $219K | Sell |
3,005
-21
| -0.7% | -$1.57K | 0.01% | 1195 |
|
|
2025
Q4 | $234K | Sell |
3,026
-195
| -6% | -$14.9K | 0.01% | 1136 |
|
|
2025
Q3 | $251K | Sell |
3,221
-465
| -13% | -$34.8K | 0.01% | 1111 |
|
|
2025
Q2 | $298K | Buy |
3,686
+177
| +5% | +$14K | 0.01% | 994 |
|
|
2025
Q1 | $286K | Sell |
3,509
-784
| -18% | -$60.4K | 0.01% | 966 |
|
|
2024
Q4 | $313K | Sell |
4,293
-94
| -2% | -$6.48K | 0.01% | 908 |
|
|
2024
Q3 | $261K | Sell |
4,387
-427
| -9% | -$23.2K | 0.01% | 1012 |
|
|
2024
Q2 | $246K | Sell |
4,814
-452
| -9% | -$23.4K | 0.01% | 1002 |
|
|
2024
Q1 | $283K | Buy |
+5,266
| New | +$257K | 0.01% | 985 |
|
|
2023
Q4 | – | Sell |
-10,276
| Closed | -$505K | – | 1160 |
|
|
2023
Q3 | $505K | Sell |
10,276
-1,465
| -12% | -$71.6K | 0.02% | 713 |
|
|
2023
Q2 | $560K | Sell |
11,741
-28,326
| -71% | -$1.24M | 0.02% | 687 |
|
|
2023
Q1 | $1.59M | Buy |
40,067
+3,979
| +11% | +$164K | 0.05% | 359 |
|
|
2022
Q4 | $1.48M | Buy |
36,088
+1,307
| +4% | +$54.8K | 0.05% | 358 |
|
|
2022
Q3 | $1.35M | Sell |
34,781
-3,305
| -9% | -$121K | 0.05% | 356 |
|
|
2022
Q2 | $1.3M | Sell |
38,086
-5,669
| -13% | -$192K | 0.05% | 380 |
|
|
2022
Q1 | $1.38M | Buy |
43,755
+1,640
| +4% | +$45.8K | 0.04% | 417 |
|
|
2021
Q4 | $1.03M | Sell |
42,115
-192
| -0.5% | -$4.92K | 0.03% | 534 |
|
|
2021
Q3 | $1.06M | Buy |
42,307
+5,059
| +14% | +$134K | 0.03% | 516 |
|
|
2021
Q2 | $1.06M | Buy |
37,248
+6,526
| +21% | +$192K | 0.03% | 535 |
|
|
2021
Q1 | $855K | Sell |
30,722
-122
| -0.4% | -$3.17K | 0.03% | 562 |
|
|
2020
Q4 | $708K | Sell |
30,844
-11,260
| -27% | -$233K | 0.02% | 555 |
|
|
2020
Q3 | $709K | Buy |
42,104
+24,353
| +137% | +$433K | 0.03% | 494 |
|
|
2020
Q2 | $294K | Buy |
+17,751
| New | +$280K | 0.01% | 786 |
|
|
2020
Q1 | – | Sell |
-12,475
| Closed | -$364K | – | 1105 |
|
|
2019
Q4 | $364K | Buy |
12,475
+1,072
| +9% | +$31.2K | 0.02% | 709 |
|
|
2019
Q3 | $339K | Buy |
11,403
+1,344
| +13% | +$39.9K | 0.02% | 716 |
|
|
2019
Q2 | $337K | Buy |
10,059
+31
| +0.3% | +$1.07K | 0.02% | 676 |
|
|
2019
Q1 | $339K | Sell |
10,028
-237
| -2% | -$8.25K | 0.02% | 635 |
|
|
2018
Q4 | $302K | Sell |
10,265
-546
| -5% | -$19.1K | 0.02% | 599 |
|
|
2018
Q3 | $422K | Buy |
+10,811
| New | +$403K | 0.02% | 544 |
|
Other funds holding UNM
VPM
VCM
Sigma Planning Corp's UNM Position: Q1 2026 in Review
Sigma Planning Corp reduced its Unum (UNM) stake by 0.69% in Q1 2026, selling an estimated $1.57K and leaving 3,005 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #1195.
Sigma Planning Corp first reported a position in UNM in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.59M in Q1 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Sigma Planning Corp held 3,005 shares of Unum worth $219K as of Q1 2026.
- Sigma Planning Corp sold 21 Unum shares in Q1 2026, an estimated $1.57K.
- Unum made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1195 holding.
- Sigma Planning Corp first reported a position in Unum in Q3 2018 and has held it in 29 quarters since.
- Sigma Planning Corp's Unum position peaked at $1.59M in Q1 2023.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.