Brookstone Capital Management’s Unum UNM Stock Holding History

Brookstone Capital Management’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 Q2	–	Sell	-3,170	Closed	-$258K	–	1098
2025 Q1	$258K	Sell	3,170 -262	-8%	-$20.2K	﹤0.01%	908
2024 Q4	$251K	Buy	+3,432	New	+$237K	﹤0.01%	880
2023 Q1	–	Sell	-6,936	Closed	-$285K	–	886
2022 Q4	$285K	Sell	6,936 -13,876	-67%	-$581K	0.01%	702
2022 Q3	$846K	Sell	20,812 -55,373	-73%	-$2.03M	0.02%	433
2022 Q2	$2.55M	Buy	76,185 +66,008	+649%	+$2.23M	0.06%	256
2022 Q1	$327K	Buy	+10,177	New	+$284K	0.01%	639
2021 Q3	–	Sell	-35,025	Closed	-$968K	–	790
2021 Q2	$968K	Buy	35,025 +2,822	+9%	+$82.9K	0.02%	371
2021 Q1	$896K	Sell	32,203 -10,471	-25%	-$272K	0.03%	267
2020 Q4	$979K	Buy	42,674 +30,324	+246%	+$627K	0.04%	232
2020 Q3	$208K	Buy	+12,350	New	+$220K	0.01%	402
2015 Q4	–	Sell	-448	Closed	-$14K	–	842
2015 Q3	$14K	Hold	448	–	–	﹤0.01%	956
2015 Q2	$16K	Buy	+448	New	+$15.7K	﹤0.01%	968

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brookstone Capital Management's UNM Position: Q2 2025 in Review

Brookstone Capital Management sold out of Unum (UNM) in Q2 2025, closing a stake of 3,170 shares — an estimated $258K sold.

Brookstone Capital Management first reported a position in UNM in Q2 2015 and held it in 12 quarters. The position peaked at $2.55M in Q2 2022. 736 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Brookstone Capital Management reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
Brookstone Capital Management sold 3,170 Unum shares in Q2 2025, an estimated $258K.
Brookstone Capital Management first reported a position in Unum in Q2 2015 and held it in 12 quarters.
Brookstone Capital Management's Unum position peaked at $2.55M in Q2 2022.
736 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Brookstone Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.