GoalVest Advisory’s Unum UNM Stock Holding History

GoalVest Advisory’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 Q3	$4.65K	Buy	+53	New	+$4.81K	﹤0.01%	574
2026 Q2	–	Sell	-140	Closed	-$10.2K	–	560
2026 Q1	$10.2K	Hold	140	–	–	﹤0.01%	371
2025 Q4	$10.8K	Hold	140	–	–	﹤0.01%	409
2025 Q3	$10.9K	Hold	140	–	–	﹤0.01%	326
2025 Q2	$11.3K	Buy	+140	New	+$11.1K	﹤0.01%	302
2024 Q2	–	Sell	-90	Closed	-$4.83K	–	404
2024 Q1	$4.83K	Sell	90 -20	-18%	-$975	﹤0.01%	343
2023 Q4	$4.97K	Buy	+110	New	+$5.01K	﹤0.01%	289
2022 Q2	–	Sell	-10	Closed	–	–	532
2022 Q1	$0	Buy	+10	New	+$279	﹤0.01%	503

Other funds holding UNM

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GoalVest Advisory's UNM Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Unum (UNM) in Q3 2026: 53 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in UNM as recently as Q1 2026.

GoalVest Advisory first reported a position in UNM in Q1 2022 and has held it in 8 quarters since. The position peaked at $11.3K in Q2 2025. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

GoalVest Advisory held 53 shares of Unum worth $4.65K as of Q3 2026.
Unum was a new GoalVest Advisory position in Q3 2026.
Unum made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #574 holding.
GoalVest Advisory first reported a position in Unum in Q1 2022 and has held it in 8 quarters since.
GoalVest Advisory's Unum position peaked at $11.3K in Q2 2025.
28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.