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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Caitlin John's UNM Position: Q1 2026 in Review

Caitlin John reduced its Unum (UNM) stake by 9.5% in Q1 2026, selling an estimated $11.8K and leaving 1,500 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #224.

Caitlin John first reported a position in UNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $507K in Q3 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Caitlin John held 1,500 shares of Unum worth $110K as of Q1 2026.
  • Caitlin John sold 158 Unum shares in Q1 2026, an estimated $11.8K.
  • Unum made up 0.07% of Caitlin John's portfolio in Q1 2026, its #224 holding.
  • Caitlin John first reported a position in Unum in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's Unum position peaked at $507K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.