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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GoalVest Advisory's UNM Position: Q2 2026 in Review

GoalVest Advisory sold out of Unum (UNM) in Q2 2026, closing a stake of 140 shares — an estimated $10.2K sold.

GoalVest Advisory first reported a position in UNM in Q1 2022 and held it in 7 quarters. The position peaked at $11.3K in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

GoalVest Advisory reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 140 Unum shares in Q2 2026, an estimated $10.2K.
GoalVest Advisory first reported a position in Unum in Q1 2022 and held it in 7 quarters.
GoalVest Advisory's Unum position peaked at $11.3K in Q2 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.