Whittier Trust’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 | $102K | Hold |
1,135
| – | – | ﹤0.01% | 750 |
|
|
2026
Q1 | $86.1K | Sell |
1,135
-51
| -4% | -$3.81K | ﹤0.01% | 743 |
|
|
2025
Q4 | $93.3K | Buy |
1,186
+862
| +266% | +$65.9K | ﹤0.01% | 742 |
|
|
2025
Q3 | $25.7K | Buy |
324
+136
| +72% | +$10.2K | ﹤0.01% | 968 |
|
|
2025
Q2 | $15.2K | Hold |
188
| – | – | ﹤0.01% | 1159 |
|
|
2025
Q1 | $15.3K | Sell |
188
-120
| -39% | -$9.25K | ﹤0.01% | 1156 |
|
|
2024
Q4 | $22.5K | Buy |
308
+120
| +64% | +$8.27K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $11.2K | Hold |
188
| – | – | ﹤0.01% | 1249 |
|
|
2024
Q2 | $9.61K | Buy |
188
+114
| +154% | +$5.9K | ﹤0.01% | 1256 |
|
|
2024
Q1 | $3.97K | Hold |
74
| – | – | ﹤0.01% | 1377 |
|
|
2023
Q4 | $3.35K | Sell |
74
-13
| -15% | -$592 | ﹤0.01% | 1363 |
|
|
2023
Q3 | $4.28K | Buy |
87
+13
| +18% | +$636 | ﹤0.01% | 1395 |
|
|
2023
Q2 | $3.53K | Hold |
74
| – | – | ﹤0.01% | 1406 |
|
|
2023
Q1 | $2.93K | Hold |
74
| – | – | ﹤0.01% | 1455 |
|
|
2022
Q4 | $3.04K | Hold |
74
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 1539 |
|
|
2022
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 1611 |
|
|
2021
Q4 | $2K | Hold |
74
| – | – | ﹤0.01% | 1520 |
|
|
2021
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 1434 |
|
|
2021
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 1467 |
|
|
2021
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 1460 |
|
|
2020
Q4 | $2K | Hold |
74
| – | – | ﹤0.01% | 1345 |
|
|
2020
Q3 | $1K | Sell |
74
-31
| -30% | -$551 | ﹤0.01% | 1410 |
|
|
2020
Q2 | $2K | Hold |
105
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q1 | $1K | Buy |
105
+31
| +42% | +$746 | ﹤0.01% | 1434 |
|
|
2019
Q4 | $2K | Hold |
74
| – | – | ﹤0.01% | 1383 |
|
|
2019
Q3 | $2K | Buy |
+74
| New | +$2.2K | ﹤0.01% | 1399 |
|
|
2018
Q4 | – | Sell |
-1,999
| Closed | -$78K | – | 1377 |
|
|
2018
Q3 | $78K | Hold |
1,999
| – | – | ﹤0.01% | 690 |
|
|
2018
Q2 | $74K | Hold |
1,999
| – | – | ﹤0.01% | 683 |
|
|
2018
Q1 | $95K | Sell |
1,999
-1
| -0.1% | -$52 | ﹤0.01% | 650 |
|
|
2017
Q4 | $110K | Hold |
2,000
| – | – | ﹤0.01% | 607 |
|
|
2017
Q3 | $102K | Hold |
2,000
| – | – | ﹤0.01% | 606 |
|
|
2017
Q2 | $93K | Hold |
2,000
| – | – | ﹤0.01% | 595 |
|
|
2017
Q1 | $94K | Hold |
2,000
| – | – | ﹤0.01% | 595 |
|
|
2016
Q4 | $88K | Hold |
2,000
| – | – | ﹤0.01% | 611 |
|
|
2016
Q3 | $71K | Hold |
2,000
| – | – | ﹤0.01% | 641 |
|
|
2016
Q2 | $64K | Hold |
2,000
| – | – | ﹤0.01% | 672 |
|
|
2016
Q1 | $62K | Sell |
2,000
-195
| -9% | -$5.72K | ﹤0.01% | 679 |
|
|
2015
Q4 | $73K | Buy |
2,195
+195
| +10% | +$6.72K | ﹤0.01% | 654 |
|
|
2015
Q3 | $64K | Hold |
2,000
| – | – | ﹤0.01% | 664 |
|
|
2015
Q2 | $72K | Buy |
+2,000
| New | +$69.9K | ﹤0.01% | 669 |
|
Other funds holding UNM
Whittier Trust's UNM Position: Q2 2026 in Review
Whittier Trust held its Unum (UNM) position steady in Q2 2026 at 1,135 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #750.
Whittier Trust first reported a position in UNM in Q2 2015 and has held it in 42 quarters since. The position peaked at $110K in Q4 2017. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Whittier Trust held 1,135 shares of Unum worth $102K as of Q2 2026.
- Whittier Trust left its Unum share count unchanged in Q2 2026.
- Unum made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #750 holding.
- Whittier Trust first reported a position in Unum in Q2 2015 and has held it in 42 quarters since.
- Whittier Trust's Unum position peaked at $110K in Q4 2017.
- 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.