JWCA
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J.W. Coons Advisors’s Unum UNM Stock Holding History

J.W. Coons Advisors’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 		$495K Sell
6,134
-155
-2% -$12.2K 0.11% 156
2025
Q1 		$512K Buy
6,289
+31
+0.5% +$2.39K 0.14% 141
2024
Q4 		$457K Sell
6,258
-109
-2% -$7.51K 0.12% 155
2024
Q3 		$378K Sell
6,367
-60
-0.9% -$3.26K 0.09% 175
2024
Q2 		$328K Buy
6,427
+2
+0% +$103 0.08% 182
2024
Q1 		$345K Buy
6,425
+510
+9% +$24.9K 0.08% 183
2023
Q4 		$267K Hold
5,915
– – 0.07% 204
2023
Q3 		$291K Sell
5,915
-170
-3% -$8.31K 0.08% 188
2023
Q2 		$290K Buy
6,085
+40
+0.7% +$1.75K 0.08% 197
2023
Q1 		$239K Buy
6,045
+600
+11% +$24.8K 0.07% 220
2022
Q4 		$223K Buy
+5,445
New +$228K 0.07% 213

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
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
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

J.W. Coons Advisors's UNM Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Unum (UNM) stake by 2.5% in Q2 2025, selling an estimated $12.2K and leaving 6,134 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #156.

J.W. Coons Advisors first reported a position in UNM in Q4 2022 and has held it in 11 quarters since. The position peaked at $512K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • J.W. Coons Advisors held 6,134 shares of Unum worth $495K as of Q2 2025.
  • J.W. Coons Advisors sold 155 Unum shares in Q2 2025, an estimated $12.2K.
  • Unum made up 0.11% of J.W. Coons Advisors's portfolio in Q2 2025, its #156 holding.
  • J.W. Coons Advisors first reported a position in Unum in Q4 2022 and has held it in 11 quarters since.
  • J.W. Coons Advisors's Unum position peaked at $512K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.