United Capital Financial 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 | $1.35M | Buy |
15,085
+1,426
| +10% | +$118K | 0.01% | 697 |
|
|
2026
Q1 | $998K | Buy |
13,659
+4,263
| +45% | +$318K | 0.01% | 758 |
|
|
2025
Q4 | $728K | Sell |
9,396
-157
| -2% | -$12K | ﹤0.01% | 837 |
|
|
2025
Q3 | $743K | Buy |
9,553
+526
| +6% | +$39.4K | 0.01% | 743 |
|
|
2025
Q2 | $729K | Sell |
9,027
-530
| -6% | -$41.9K | 0.01% | 678 |
|
|
2025
Q1 | $779K | Sell |
9,557
-848
| -8% | -$65.4K | 0.01% | 625 |
|
|
2024
Q4 | $760K | Buy |
10,405
+26
| +0.3% | +$1.79K | 0.01% | 620 |
|
|
2024
Q3 | $617K | Sell |
10,379
-129
| -1% | -$7K | 0.01% | 677 |
|
|
2024
Q2 | $537K | Sell |
10,508
-7,615
| -42% | -$394K | ﹤0.01% | 694 |
|
|
2024
Q1 | $972K | Sell |
18,123
-963
| -5% | -$47K | 0.01% | 566 |
|
|
2023
Q4 | $863K | Buy |
19,086
+10,679
| +127% | +$486K | 0.01% | 587 |
|
|
2023
Q3 | $414K | Buy |
8,407
+14
| +0.2% | +$684 | ﹤0.01% | 675 |
|
|
2023
Q2 | $400K | Sell |
8,393
-6,354
| -43% | -$277K | ﹤0.01% | 718 |
|
|
2023
Q1 | $583K | Sell |
14,747
-3,671
| -20% | -$152K | ﹤0.01% | 697 |
|
|
2022
Q4 | $756K | Buy |
18,418
+232
| +1% | +$9.72K | ﹤0.01% | 683 |
|
|
2022
Q3 | $706K | Sell |
18,186
-705
| -4% | -$25.8K | ﹤0.01% | 684 |
|
|
2022
Q2 | $643K | Buy |
18,891
+505
| +3% | +$17.1K | ﹤0.01% | 732 |
|
|
2022
Q1 | $579K | Buy |
18,386
+651
| +4% | +$18.2K | ﹤0.01% | 799 |
|
|
2021
Q4 | $436K | Buy |
17,735
+9,594
| +118% | +$246K | ﹤0.01% | 902 |
|
|
2021
Q3 | $204K | Buy |
8,141
+171
| +2% | +$4.53K | ﹤0.01% | 1142 |
|
|
2021
Q2 | $226K | Sell |
7,970
-251
| -3% | -$7.38K | ﹤0.01% | 1125 |
|
|
2021
Q1 | $229K | Buy |
+8,221
| New | +$213K | ﹤0.01% | 1074 |
|
|
2019
Q3 | – | Sell |
-19,589
| Closed | -$657K | – | 1487 |
|
|
2019
Q2 | $657K | Sell |
19,589
-492
| -2% | -$17K | ﹤0.01% | 946 |
|
|
2019
Q1 | $679K | Buy |
20,081
+356
| +2% | +$12.4K | ﹤0.01% | 892 |
|
|
2018
Q4 | $580K | Sell |
19,725
-11,011
| -36% | -$385K | ﹤0.01% | 871 |
|
|
2018
Q3 | $1.2M | Sell |
30,736
-528
| -2% | -$19.7K | 0.01% | 728 |
|
|
2018
Q2 | $1.16M | Sell |
31,264
-433
| -1% | -$18.1K | 0.01% | 730 |
|
|
2018
Q1 | $1.5M | Buy |
31,697
+406
| +1% | +$21.2K | 0.01% | 662 |
|
|
2017
Q4 | $1.72M | Sell |
31,291
-1,023
| -3% | -$54.9K | 0.01% | 634 |
|
|
2017
Q3 | $1.65M | Sell |
32,314
-2,684
| -8% | -$131K | 0.01% | 628 |
|
|
2017
Q2 | $1.63M | Sell |
34,998
-3,313
| -9% | -$152K | 0.01% | 630 |
|
|
2017
Q1 | $1.8M | Buy |
38,311
+1,746
| +5% | +$81.8K | 0.02% | 592 |
|
|
2016
Q4 | $1.61M | Sell |
36,565
-598
| -2% | -$23.9K | 0.02% | 616 |
|
|
2016
Q3 | $1.31M | Sell |
37,163
-680
| -2% | -$23K | 0.01% | 705 |
|
|
2016
Q2 | $1.21M | Buy |
37,843
+19,651
| +108% | +$665K | 0.01% | 678 |
|
|
2016
Q1 | $562K | Sell |
18,192
-2,135
| -11% | -$62.6K | 0.01% | 846 |
|
|
2015
Q4 | $677K | Sell |
20,327
-2,235
| -10% | -$77.1K | 0.01% | 804 |
|
|
2015
Q3 | $724K | Buy |
22,562
+2,303
| +11% | +$79.3K | 0.01% | 785 |
|
|
2015
Q2 | $724K | Buy |
+20,259
| New | +$708K | 0.01% | 799 |
|
Other funds holding UNM
United Capital Financial Advisors's UNM Position: Q2 2026 in Review
United Capital Financial Advisors increased its Unum (UNM) stake by 10% in Q2 2026, buying an estimated $118K and bringing the position to 15,085 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #697.
United Capital Financial Advisors first reported a position in UNM in Q2 2015 and has held it in 39 quarters since. The position peaked at $1.8M in Q1 2017. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- United Capital Financial Advisors held 15,085 shares of Unum worth $1.35M as of Q2 2026.
- United Capital Financial Advisors bought 1,426 Unum shares in Q2 2026, an estimated $118K.
- Unum made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #697 holding.
- United Capital Financial Advisors first reported a position in Unum in Q2 2015 and has held it in 39 quarters since.
- United Capital Financial Advisors's Unum position peaked at $1.8M in Q1 2017.
- 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.