CJ
UNM icon

Caitlin John’s Unum UNM Stock Holding History

Caitlin John’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 		$134K Hold
1,500
– – 0.07% 232
2026
Q1 		$110K Sell
1,500
-158
-10% -$11.8K 0.07% 224
2025
Q4 		$129K Sell
1,658
-4,181
-72% -$320K 0.08% 212
2025
Q3 		$454K Buy
5,839
+755
+15% +$56.6K 0.32% 68
2025
Q2 		$411K Sell
5,084
-556
-10% -$43.9K 0.37% 62
2025
Q1 		$459K Sell
5,640
-1,246
-18% -$96.1K 0.45% 63
2024
Q4 		$503K Sell
6,886
-247
-3% -$17K 0.33% 70
2024
Q3 		$507K Sell
7,133
-1,204
-14% -$65.4K 0.32% 70
2024
Q2 		$426K Buy
8,337
+8,223
+7,213% +$425K 0.31% 77
2024
Q1 		$6.12K Hold
114
– – ﹤0.01% 530
2023
Q4 		$5.16K Buy
+114
New +$5.19K ﹤0.01% 548

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caitlin John's UNM Position: Q2 2026 in Review

Caitlin John held its Unum (UNM) position steady in Q2 2026 at 1,500 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #232.

Caitlin John first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $507K in Q3 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Caitlin John held 1,500 shares of Unum worth $134K as of Q2 2026.
  • Caitlin John left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.07% of Caitlin John's portfolio in Q2 2026, its #232 holding.
  • Caitlin John first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • Caitlin John's Unum position peaked at $507K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.