Hexagon Capital Partners’s Unum UNM Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-131	Closed	-$10.7K	–	1619
2025 Q1	$10.7K	Buy	131 +27	+26%	+$2.08K	﹤0.01%	955
2024 Q4	$7.59K	Buy	104 +8	+8%	+$552	﹤0.01%	1090
2024 Q3	$5.71K	Sell	96 -26	-21%	-$1.41K	﹤0.01%	1031
2024 Q2	$6.24K	Sell	122 -14	-10%	-$724	﹤0.01%	970
2024 Q1	$7.3K	Sell	136 -41	-23%	-$2K	﹤0.01%	931
2023 Q4	$8K	Sell	177 -36	-17%	-$1.64K	﹤0.01%	873
2023 Q3	$10.5K	Buy	213 +14	+7%	+$684	﹤0.01%	734
2023 Q2	$9.49K	Buy	199 +28	+16%	+$1.22K	﹤0.01%	760
2023 Q1	$6.76K	Buy	171 +54	+46%	+$2.23K	﹤0.01%	831
2022 Q4	$4.8K	Sell	117 -145	-55%	-$6.08K	﹤0.01%	927
2022 Q3	$10K	Buy	262 +216	+470%	+$7.9K	﹤0.01%	782
2022 Q2	$2K	Buy	+46	New	+$1.56K	﹤0.01%	1008

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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