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Sound Income Strategies’s Unum UNM Stock Holding History

Sound Income Strategies’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
-688
Closed -$50.8K – 2284
2026
Q1 		$50.8K Hold
688
– – ﹤0.01% 809
2025
Q4 		$52.4K Buy
688
+259
+60% +$19.8K ﹤0.01% 778
2025
Q3 		$32.9K Buy
429
+3
+0.7% +$225 ﹤0.01% 677
2025
Q2 		$34.4K Buy
426
+2
+0.5% +$158 ﹤0.01% 613
2025
Q1 		$34.5K Buy
424
+3
+0.7% +$231 ﹤0.01% 594
2024
Q4 		$30.8K Buy
421
+2
+0.5% +$138 ﹤0.01% 586
2024
Q3 		$24.9K Buy
419
+3
+0.7% +$163 ﹤0.01% 594
2024
Q2 		$21.3K Buy
416
+3
+0.7% +$155 ﹤0.01% 616
2024
Q1 		$22.2K Buy
413
+3
+0.7% +$146 ﹤0.01% 580
2023
Q4 		$18.5K Buy
+410
New +$18.7K ﹤0.01% 604
2023
Q3 		– Sell
-90
Closed -$4.29K – 1228
2023
Q2 		$4.29K Buy
+90
New +$3.93K ﹤0.01% 765

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's UNM Position: Q2 2026 in Review

Sound Income Strategies sold out of Unum (UNM) in Q2 2026, closing a stake of 688 shares — an estimated $50.8K sold.

Sound Income Strategies first reported a position in UNM in Q2 2023 and held it in 11 quarters. The position peaked at $52.4K in Q4 2025. 519 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sound Income Strategies reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 688 Unum shares in Q2 2026, an estimated $50.8K.
  • Sound Income Strategies first reported a position in Unum in Q2 2023 and held it in 11 quarters.
  • Sound Income Strategies's Unum position peaked at $52.4K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.