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Valeo Financial Advisors’s Unum UNM Stock Holding History

Valeo Financial Advisors’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
Q3 		$262K Buy
2,988
+174
+6% +$15.8K 0.01% 680
2026
Q2 		$252K Buy
+2,814
New +$233K 0.01% 682
2026
Q1 		– Sell
-3,714
Closed -$288K – 887
2025
Q4 		$288K Buy
3,714
+169
+5% +$12.9K 0.01% 639
2025
Q3 		$276K Sell
3,545
-17
-0.5% -$1.27K 0.01% 637
2025
Q2 		$288K Sell
3,562
-8
-0.2% -$632 0.01% 592
2025
Q1 		$291K Buy
3,570
+10
+0.3% +$771 0.01% 539
2024
Q4 		$260K Sell
3,560
-1,332
-27% -$91.8K 0.01% 588
2024
Q3 		$291K Sell
4,892
-390
-7% -$21.2K 0.01% 538
2024
Q2 		$270K Buy
+5,282
New +$273K 0.01% 533
2021
Q2 		– Sell
-2,446
Closed -$68K – 1752
2021
Q1 		$68K Hold
2,446
– – ﹤0.01% 753
2020
Q4 		$56K Hold
2,446
– – ﹤0.01% 737
2020
Q3 		$41K Buy
2,446
+2,008
+458% +$35.7K ﹤0.01% 718
2020
Q2 		$7K Buy
+438
New +$6.91K ﹤0.01% 1420
2019
Q2 		– Sell
-196
Closed -$7K – 1662
2019
Q1 		$7K Hold
196
– – ﹤0.01% 1065
2018
Q4 		$6K Hold
196
– – ﹤0.01% 1038
2018
Q3 		$7K Buy
196
+100
+104% +$3.73K ﹤0.01% 1096
2018
Q2 		$3K Hold
96
– – ﹤0.01% 1288
2018
Q1 		$5K Hold
96
– – ﹤0.01% 1160
2017
Q4 		$5K Hold
96
– – ﹤0.01% 1032
2017
Q3 		$5K Buy
+96
New +$4.68K ﹤0.01% 885

Other funds holding UNM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Valeo Financial Advisors's UNM Position: Q3 2026 in Review

Valeo Financial Advisors increased its Unum (UNM) stake by 6.2% in Q3 2026, buying an estimated $15.8K and bringing the position to 2,988 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #680.

Valeo Financial Advisors first reported a position in UNM in Q3 2017 and has held it in 20 quarters since. The position peaked at $291K in Q1 2025. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Valeo Financial Advisors held 2,988 shares of Unum worth $262K as of Q3 2026.
  • Valeo Financial Advisors bought 174 Unum shares in Q3 2026, an estimated $15.8K.
  • Unum made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #680 holding.
  • Valeo Financial Advisors first reported a position in Unum in Q3 2017 and has held it in 20 quarters since.
  • Valeo Financial Advisors's Unum position peaked at $291K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.