Proffitt & Goodson’s Unum UNM Stock Holding History

Proffitt & Goodson’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	-1,154	Closed	-$84.3K	–	307
2026 Q1	$84.3K	Hold	1,154	–	–	0.01%	165
2025 Q4	$89.4K	Hold	1,154	–	–	0.01%	156
2025 Q3	$89.8K	Sell	1,154 -2	-0.2%	-$150	0.01%	150
2025 Q2	$93.4K	Sell	1,156 -630	-35%	-$49.8K	0.01%	142
2025 Q1	$145K	Hold	1,786	–	–	0.02%	118
2024 Q4	$130K	Hold	1,786	–	–	0.02%	120
2024 Q3	$106K	Sell	1,786 -607	-25%	-$33K	0.02%	137
2024 Q2	$122K	Hold	2,393	–	–	0.02%	122
2024 Q1	$128K	Hold	2,393	–	–	0.02%	120
2023 Q4	$108K	Hold	2,393	–	–	0.02%	123
2023 Q3	$118K	Hold	2,393	–	–	0.02%	120
2023 Q2	$114K	Hold	2,393	–	–	0.02%	123
2023 Q1	$94.7K	Sell	2,393 -185	-7%	-$7.64K	0.02%	129
2022 Q4	$106K	Hold	2,578	–	–	0.02%	130
2022 Q3	$100K	Buy	2,578 +1,787	+226%	+$65.4K	0.02%	131
2022 Q2	$27K	Hold	791	–	–	0.01%	186
2022 Q1	$25K	Hold	791	–	–	﹤0.01%	202
2021 Q4	$19K	Sell	791 -3,625	-82%	-$92.8K	﹤0.01%	191
2021 Q3	$111K	Buy	+4,416	New	+$117K	0.02%	126

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

Proffitt & Goodson's UNM Position: Q2 2026 in Review

Proffitt & Goodson sold out of Unum (UNM) in Q2 2026, closing a stake of 1,154 shares — an estimated $84.3K sold.

Proffitt & Goodson first reported a position in UNM in Q3 2021 and held it in 19 quarters. The position peaked at $145K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Proffitt & Goodson reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Proffitt & Goodson sold 1,154 Unum shares in Q2 2026, an estimated $84.3K.
Proffitt & Goodson first reported a position in Unum in Q3 2021 and held it in 19 quarters.
Proffitt & Goodson's Unum position peaked at $145K in Q1 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.