Beacon Capital Management LLC (Tennessee)’s Unum UNM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-112	Closed	-$9.03K	–	949
2025 Q2	$9.03K	Buy	112 +1	+0.9%	+$79	﹤0.01%	649
2025 Q1	$9.06K	Hold	111	–	–	﹤0.01%	645
2024 Q4	$8.08K	Hold	111	–	–	﹤0.01%	634
2024 Q3	$6.59K	Hold	111	–	–	﹤0.01%	750
2024 Q2	$5.67K	Hold	111	–	–	﹤0.01%	676
2024 Q1	$5.95K	Hold	111	–	–	﹤0.01%	671
2023 Q4	$5.46K	Hold	111	–	–	﹤0.01%	636
2023 Q3	$5.29K	Hold	111	–	–	﹤0.01%	685
2023 Q2	$5.29K	Hold	111	–	–	﹤0.01%	685
2023 Q1	$4.39K	Hold	111	–	–	﹤0.01%	654
2022 Q4	$4.55K	Hold	111	–	–	﹤0.01%	666
2022 Q3	$4K	Hold	111	–	–	﹤0.01%	650
2022 Q2	$3K	Hold	111	–	–	﹤0.01%	751
2022 Q1	$3K	Buy	+111	New	+$3.1K	﹤0.01%	752

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s UNM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Unum (UNM) in Q3 2025, closing a stake of 112 shares — an estimated $9.03K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UNM in Q1 2022 and held it in 14 quarters. The position peaked at $9.06K in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 112 Unum shares in Q3 2025, an estimated $9.03K.
Beacon Capital Management LLC (Tennessee) first reported a position in Unum in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Unum position peaked at $9.06K in Q1 2025.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.