CastleKeep Investment Advisors
UNM icon

CastleKeep Investment Advisors’s Unum UNM Stock Holding History

CastleKeep Investment Advisors’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 		– Sell
-20,879
Closed -$1.62M – 88
2025
Q4 		$1.62M Hold
20,879
– – 0.73% 38
2025
Q3 		$1.62M Buy
20,879
+4,195
+25% +$314K 0.76% 39
2025
Q2 		$1.35M Buy
+16,684
New +$1.32M 0.66% 40

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Dimensional Fund Advisors
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Geode Capital Management
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CastleKeep Investment Advisors's UNM Position: Q1 2026 in Review

CastleKeep Investment Advisors sold out of Unum (UNM) in Q1 2026, closing a stake of 20,879 shares — an estimated $1.62M sold.

CastleKeep Investment Advisors first reported a position in UNM in Q2 2025 and held it in 3 quarters. The position peaked at $1.62M in Q3 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • CastleKeep Investment Advisors reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 20,879 Unum shares in Q1 2026, an estimated $1.62M.
  • CastleKeep Investment Advisors first reported a position in Unum in Q2 2025 and held it in 3 quarters.
  • CastleKeep Investment Advisors's Unum position peaked at $1.62M in Q3 2025.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.