Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$358K Sell
4,903
-443
-8% -$33.1K ﹤0.01% 655
2025
Q4
$414K Sell
5,346
-148
-3% -$11.3K ﹤0.01% 648
2025
Q3
$427K Sell
5,494
-442
-7% -$33.1K ﹤0.01% 645
2025
Q2
$479K Sell
5,936
-395
-6% -$31.2K ﹤0.01% 615
2025
Q1
$516K Buy
6,331
+1,181
+23% +$91K ﹤0.01% 602
2024
Q4
$376K Sell
5,150
-39
-0.8% -$2.69K ﹤0.01% 690
2024
Q3
$308K Buy
+5,189
New +$282K ﹤0.01% 732
2022
Q3
Sell
-6,907
Closed -$235K 714
2022
Q2
$235K Buy
+6,907
New +$234K ﹤0.01% 610
2021
Q3
Sell
-86,950
Closed -$2.47M 736
2021
Q2
$2.47M Buy
86,950
+78,774
+963% +$2.32M 0.04% 367
2021
Q1
$228K Buy
+8,176
New +$212K ﹤0.01% 637
2017
Q2
Sell
-16,327
Closed -$766K 603
2017
Q1
$766K Buy
+16,327
New +$765K 0.02% 386

Other funds holding UNM