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D. Scott Neal’s Unum UNM Stock Holding History

D. Scott Neal’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 		$20M Sell
257,423
-7,166
-3% -$537K 9.26% 4
2025
Q2 		$21.4M Sell
264,589
-7,086
-3% -$560K 10.65% 3
2025
Q1 		$22.1M Sell
271,675
-9,202
-3% -$709K 12.27% 3
2024
Q4 		$20.5M Sell
280,877
-9,596
-3% -$662K 11.25% 3
2024
Q3 		$17.3M Sell
290,473
-2,479
-0.8% -$135K 9.13% 3
2024
Q2 		$15M Buy
292,952
+67,992
+30% +$3.52M 8.33% 4
2024
Q1 		$12.1M Buy
+224,960
New +$11M 7.89% 3

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D. Scott Neal's UNM Position: Q3 2025 in Review

D. Scott Neal reduced its Unum (UNM) stake by 2.7% in Q3 2025, selling an estimated $537K and leaving 257,423 shares worth $20M. The position accounts for 9.26% of the portfolio, ranked #4.

D. Scott Neal first reported a position in UNM in Q1 2024 and has held it in 7 quarters since. The position peaked at $22.1M in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • D. Scott Neal held 257,423 shares of Unum worth $20M as of Q3 2025.
  • D. Scott Neal sold 7,166 Unum shares in Q3 2025, an estimated $537K.
  • Unum made up 9.26% of D. Scott Neal's portfolio in Q3 2025, its #4 holding.
  • D. Scott Neal first reported a position in Unum in Q1 2024 and has held it in 7 quarters since.
  • D. Scott Neal's Unum position peaked at $22.1M in Q1 2025.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.