Neumann Capital Management’s Unum UNM Stock Holding History

Neumann Capital 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	–	Sell	-16,041	Closed	-$1.17M	–	99
2026 Q1	$1.17M	Sell	16,041 -669	-4%	-$49.9K	0.35%	58
2025 Q4	$1.3M	Buy	16,710 +812	+5%	+$62.1K	0.37%	53
2025 Q3	$1.24M	Hold	15,898	–	–	0.36%	56
2025 Q2	$1.28M	Hold	15,898	–	–	0.4%	54
2025 Q1	$1.3M	Sell	15,898 -100	-0.6%	-$7.71K	0.45%	51
2024 Q4	$1.17M	Sell	15,998 -685	-4%	-$47.2K	0.39%	52
2024 Q3	$992K	Sell	16,683 -2,000	-11%	-$109K	0.33%	59
2024 Q2	$955K	Sell	18,683 -300	-2%	-$15.5K	0.33%	60
2024 Q1	$1.02M	Buy	18,983 +5,100	+37%	+$249K	0.36%	60
2023 Q4	$628K	Hold	13,883	–	–	0.25%	66
2023 Q3	$683K	Hold	13,883	–	–	0.3%	60
2023 Q2	$662K	Hold	13,883	–	–	0.27%	61
2023 Q1	$549K	Hold	13,883	–	–	0.24%	63
2022 Q4	$570K	Sell	13,883 -300	-2%	-$12.6K	0.27%	62
2022 Q3	$550K	Hold	14,183	–	–	0.28%	65
2022 Q2	$483K	Hold	14,183	–	–	0.24%	66
2022 Q1	$447K	Hold	14,183	–	–	0.19%	67
2021 Q4	$349K	Hold	14,183	–	–	0.14%	75
2021 Q3	$355K	Buy	14,183 +1,165	+9%	+$30.8K	0.16%	71
2021 Q2	$370K	Hold	13,018	–	–	0.17%	69
2021 Q1	$362K	Hold	13,018	–	–	0.17%	64
2020 Q4	$299K	Hold	13,018	–	–	0.15%	69
2020 Q3	$219K	Sell	13,018 -1,380	-10%	-$24.5K	0.13%	72
2020 Q2	$239K	Sell	14,398 -1,600	-10%	-$25.3K	0.15%	67
2020 Q1	$240K	Buy	15,998 +1,300	+9%	+$31.3K	0.17%	65
2019 Q4	$429K	Sell	14,698 -700	-5%	-$20.4K	0.25%	61
2019 Q3	$458K	Hold	15,398	–	–	0.28%	61
2019 Q2	$517K	Sell	15,398 -750	-5%	-$26K	0.32%	59
2019 Q1	$546K	Buy	16,148 +958	+6%	+$33.4K	0.35%	58
2018 Q4	$446K	Sell	15,190 -9,390	-38%	-$329K	0.34%	58
2018 Q3	$960K	Hold	24,580	–	–	0.57%	48
2018 Q2	$909K	Buy	24,580 +650	+3%	+$27.1K	0.57%	49
2018 Q1	$1.14M	Buy	23,930 +7,780	+48%	+$407K	0.72%	42
2017 Q4	$887K	Hold	16,150	–	–	0.54%	50
2017 Q3	$826K	Hold	16,150	–	–	0.51%	51
2017 Q2	$753K	Buy	16,150 +3,150	+24%	+$145K	0.48%	54
2017 Q1	$610K	Hold	13,000	–	–	0.4%	56
2016 Q4	$571K	Hold	13,000	–	–	0.37%	60
2016 Q3	$459K	Hold	13,000	–	–	0.31%	63
2016 Q2	$413K	Hold	13,000	–	–	0.27%	65
2016 Q1	$402K	Hold	13,000	–	–	0.26%	64
2015 Q4	$433K	Buy	13,000 +450	+4%	+$15.5K	0.3%	64
2015 Q3	$403K	Buy	12,550 +950	+8%	+$32.7K	0.28%	68
2015 Q2	$415K	Buy	11,600 +2,100	+22%	+$73.4K	0.27%	67
2015 Q1	$320K	Hold	9,500	–	–	0.2%	70
2014 Q4	$331K	Buy	+9,500	New	+$321K	0.22%	69

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

Neumann Capital Management's UNM Position: Q2 2026 in Review

Neumann Capital Management sold out of Unum (UNM) in Q2 2026, closing a stake of 16,041 shares — an estimated $1.17M sold.

Neumann Capital Management first reported a position in UNM in Q4 2014 and held it in 46 quarters. The position peaked at $1.3M in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Neumann Capital Management reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 16,041 Unum shares in Q2 2026, an estimated $1.17M.
Neumann Capital Management first reported a position in Unum in Q4 2014 and held it in 46 quarters.
Neumann Capital Management's Unum position peaked at $1.3M in Q1 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.