GIM
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Goelzer Investment Management’s Unum UNM Stock Holding History

Goelzer Investment Management’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 		$2.3M Sell
25,728
-1,793
-7% -$149K 0.1% 127
2026
Q1 		$2.01M Buy
27,521
+43
+0.2% +$3.21K 0.1% 129
2025
Q4 		$2.13M Sell
27,478
-1,006
-4% -$76.9K 0.1% 124
2025
Q3 		$2.22M Sell
28,484
-779
-3% -$58.4K 0.12% 123
2025
Q2 		$2.36M Buy
+29,263
New +$2.31M 0.13% 124

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Goelzer Investment Management's UNM Position: Q2 2026 in Review

Goelzer Investment Management reduced its Unum (UNM) stake by 6.5% in Q2 2026, selling an estimated $149K and leaving 25,728 shares worth $2.3M. The position accounts for 0.1% of the portfolio, ranked #127.

Goelzer Investment Management first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.36M in Q2 2025. 406 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Goelzer Investment Management held 25,728 shares of Unum worth $2.3M as of Q2 2026.
  • Goelzer Investment Management sold 1,793 Unum shares in Q2 2026, an estimated $149K.
  • Unum made up 0.1% of Goelzer Investment Management's portfolio in Q2 2026, its #127 holding.
  • Goelzer Investment Management first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
  • Goelzer Investment Management's Unum position peaked at $2.36M in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.