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Unum shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Unum (UNM) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 140 77.78
2025-06-30 $11k 140 80.76
2024-03-31 $4.8k 90 53.66
2023-12-31 $5.0k 110 45.22
2022-03-31 $0 10 0.00

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Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
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Palantir Technologies Inc Cl A Stock (PLTR)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Vanguard Ftse Europe Etf Etf (VGK)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

Top funds holding Unum

Vanguard Group
BlackRock
FMR
First Trust Advisors
Charles Schwab Investment Management
State Street Corporation
Morgan Stanley
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Allianz Asset Management
AQR Capital Management
Victory Capital Management
Bank of New York Mellon
Donald Smith & Co

View all funds holding Unum