Proficio Capital Partners’s Unum UNM Stock Holding History

Proficio 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
2026 Q2	$266K	Buy	+2,977	New	+$247K	0.01%	552
2025 Q3	–	Sell	-2,578	Closed	-$208K	–	417
2025 Q2	$208K	Buy	2,578 +33	+1%	+$2.61K	0.01%	412
2025 Q1	$207K	Buy	+2,545	New	+$196K	0.02%	368
2019 Q3	–	Sell	-432	Closed	-$14K	–	1457
2019 Q2	$14K	Buy	432 +26	+6%	+$901	﹤0.01%	835
2019 Q1	$14K	Buy	406 +55	+16%	+$1.92K	0.01%	790
2018 Q4	$10K	Buy	+351	New	+$12.3K	﹤0.01%	742
2018 Q2	–	Sell	-66	Closed	-$3K	–	1338
2018 Q1	$3K	Hold	66	–	–	﹤0.01%	1099
2017 Q4	$4K	Hold	66	–	–	﹤0.01%	1032
2017 Q3	$3K	Hold	66	–	–	﹤0.01%	1050
2017 Q2	$3K	Hold	66	–	–	﹤0.01%	1059
2017 Q1	$3K	Buy	+66	New	+$3.09K	﹤0.01%	1093
2016 Q2	–	Sell	-74	Closed	-$2K	–	1177
2016 Q1	$2K	Buy	74 +25	+51%	+$733	﹤0.01%	792
2015 Q4	$2K	Buy	+49	New	+$1.69K	﹤0.01%	694

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

Proficio Capital Partners's UNM Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Unum (UNM) in Q2 2026: 2,977 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in UNM as recently as Q2 2025.

Proficio Capital Partners first reported a position in UNM in Q4 2015 and has held it in 13 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Proficio Capital Partners held 2,977 shares of Unum worth $266K as of Q2 2026.
Unum was a new Proficio Capital Partners position in Q2 2026.
Unum made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #552 holding.
Proficio Capital Partners first reported a position in Unum in Q4 2015 and has held it in 13 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.