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Shelton Capital Management’s Unum UNM Stock Holding History

Shelton 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 		$431K Sell
4,826
-159
-3% -$13.2K 0.01% 406
2026
Q1 		$364K Sell
4,985
-317
-6% -$23.7K 0.01% 451
2025
Q4 		$411K Sell
5,302
-387
-7% -$29.6K 0.01% 401
2025
Q3 		$442K Sell
5,689
-139
-2% -$10.4K 0.01% 385
2025
Q2 		$471K Sell
5,828
-205
-3% -$16.2K 0.01% 353
2025
Q1 		$491K Sell
6,033
-417
-6% -$32.1K 0.01% 336
2024
Q4 		$471K Sell
6,450
-663
-9% -$45.7K 0.01% 362
2024
Q3 		$423K Hold
7,113
– – 0.01% 385
2024
Q2 		$364K Sell
7,113
-794
-10% -$41.1K 0.01% 418
2024
Q1 		$424K Hold
7,907
– – 0.01% 398
2023
Q4 		$358K Sell
7,907
-720
-8% -$32.8K 0.01% 421
2023
Q3 		$424K Sell
8,627
-564
-6% -$27.6K 0.02% 345
2023
Q2 		$438K Sell
9,191
-203
-2% -$8.86K 0.02% 347
2023
Q1 		$372K Sell
9,394
-351
-4% -$14.5K 0.02% 385
2022
Q4 		$400K Sell
9,745
-1,088
-10% -$45.6K 0.04% 327
2022
Q3 		$420K Hold
10,833
– – 0.02% 340
2022
Q2 		$369K Hold
10,833
– – 0.02% 395
2022
Q1 		$341K Hold
10,833
– – 0.01% 494
2021
Q4 		$266K Buy
+10,833
New +$277K 0.01% 625
2016
Q4 		– Sell
-30,666
Closed -$1.08M – 897
2016
Q3 		$1.08M Buy
30,666
+10,500
+52% +$355K 0.09% 201
2016
Q2 		$641K Sell
20,166
-3,700
-16% -$125K 0.06% 302
2016
Q1 		$738K Buy
23,866
+7,500
+46% +$220K 0.07% 256
2015
Q4 		$545K Sell
16,366
-700
-4% -$24.1K 0.05% 333
2015
Q3 		$547K Buy
17,066
+2,100
+14% +$72.4K 0.06% 320
2015
Q2 		$535K Buy
+14,966
New +$523K 0.06% 345

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Shelton Capital Management reduced its Unum (UNM) stake by 3.2% in Q2 2026, selling an estimated $13.2K and leaving 4,826 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #406.

Shelton Capital Management first reported a position in UNM in Q2 2015 and has held it in 25 quarters since. The position peaked at $1.08M in Q3 2016. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Shelton Capital Management held 4,826 shares of Unum worth $431K as of Q2 2026.
  • Shelton Capital Management sold 159 Unum shares in Q2 2026, an estimated $13.2K.
  • Unum made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #406 holding.
  • Shelton Capital Management first reported a position in Unum in Q2 2015 and has held it in 25 quarters since.
  • Shelton Capital Management's Unum position peaked at $1.08M in Q3 2016.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.