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William B. Walkup & Associates’s Unum UNM Stock Holding History

William B. Walkup & Associates’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
Q2 		$101K Buy
1,130
+275
+32% +$22.8K 0.05% 97
2026
Q1 		$69.6K Sell
855
-275
-24% -$20.5K 0.04% 96
2025
Q4 		$87.6K Buy
1,130
+275
+32% +$21K 0.05% 95
2025
Q3 		$66.5K Hold
855
– – 0.04% 96
2025
Q2 		$69K Hold
855
– – 0.04% 95
2025
Q1 		$69.6K Hold
855
– – 0.04% 95
2024
Q4 		$62.4K Hold
855
– – 0.04% 99
2024
Q3 		$50.8K Hold
855
– – 0.03% 101
2024
Q2 		$43.7K Buy
+855
New +$44.2K 0.03% 102

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

William B. Walkup & Associates's UNM Position: Q2 2026 in Review

William B. Walkup & Associates increased its Unum (UNM) stake by 32% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,130 shares worth $101K. The position accounts for 0.05% of the portfolio, ranked #97.

William B. Walkup & Associates first reported a position in UNM in Q2 2024 and has held it in 9 quarters since. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • William B. Walkup & Associates held 1,130 shares of Unum worth $101K as of Q2 2026.
  • William B. Walkup & Associates bought 275 Unum shares in Q2 2026, an estimated $22.8K.
  • Unum made up 0.05% of William B. Walkup & Associates's portfolio in Q2 2026, its #97 holding.
  • William B. Walkup & Associates first reported a position in Unum in Q2 2024 and has held it in 9 quarters since.
  • 266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.