VVP
UNM icon

Venture Visionary Partners’s Unum UNM Stock Holding History

Venture Visionary Partners’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 		$840K Buy
9,570
+3
+0% +$272 0.02% 380
2026
Q2 		$855K Buy
9,567
+3
+0% +$249 0.02% 371
2026
Q1 		$698K Sell
9,564
-31
-0.3% -$2.31K 0.02% 367
2025
Q4 		$744K Buy
9,595
+57
+0.6% +$4.36K 0.02% 364
2025
Q3 		$742K Buy
9,538
+2
+0% +$150 0.03% 343
2025
Q2 		$770K Buy
9,536
+3
+0% +$237 0.03% 322
2025
Q1 		$777K Buy
9,533
+2
+0% +$154 0.03% 308
2024
Q4 		$696K Buy
9,531
+2
+0% +$138 0.03% 314
2024
Q3 		$566K Buy
9,529
+3
+0% +$163 0.02% 351
2024
Q2 		$487K Sell
9,526
-1,438
-13% -$74.4K 0.02% 383
2024
Q1 		$588K Sell
10,964
-397
-3% -$19.4K 0.03% 344
2023
Q4 		$514K Sell
11,361
-2,042
-15% -$93K 0.03% 342
2023
Q3 		$659K Sell
13,403
-8,317
-38% -$407K 0.04% 292
2023
Q2 		$1.04M Sell
21,720
-5,855
-21% -$255K 0.06% 236
2023
Q1 		$1.09M Buy
27,575
+4,528
+20% +$187K 0.07% 220
2022
Q4 		$946K Buy
23,047
+3,449
+18% +$145K 0.07% 227
2022
Q3 		$760K Buy
19,598
+7,947
+68% +$291K 0.06% 241
2022
Q2 		$396K Buy
11,651
+2,545
+28% +$86.1K 0.03% 336
2022
Q1 		$286K Sell
9,106
-495
-5% -$13.8K 0.02% 416
2021
Q4 		$235K Buy
+9,601
New +$246K 0.02% 465

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
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
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Venture Visionary Partners's UNM Position: Q3 2026 in Review

Venture Visionary Partners increased its Unum (UNM) stake by 0.03% in Q3 2026, buying an estimated $272 and bringing the position to 9,570 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #380.

Venture Visionary Partners first reported a position in UNM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.09M in Q1 2023. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Venture Visionary Partners held 9,570 shares of Unum worth $840K as of Q3 2026.
  • Venture Visionary Partners bought 3 Unum shares in Q3 2026, an estimated $272.
  • Unum made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #380 holding.
  • Venture Visionary Partners first reported a position in Unum in Q4 2021 and has held it in 20 quarters since.
  • Venture Visionary Partners's Unum position peaked at $1.09M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.