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Advisornet Financial’s Unum UNM Stock Holding History

Advisornet Financial’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
2025
Q3 		– Sell
-33
Closed -$2.67K – 2339
2025
Q2 		$2.67K Buy
33
+6
+22% +$474 ﹤0.01% 1788
2025
Q1 		$2.2K Buy
27
+21
+350% +$1.62K ﹤0.01% 1777
2024
Q4 		$438 Sell
6
-8
-57% -$552 ﹤0.01% 1796
2024
Q3 		$832 Hold
14
– – ﹤0.01% 1967
2024
Q2 		$716 Hold
14
– – ﹤0.01% 1877
2024
Q1 		$751 Hold
14
– – ﹤0.01% 1838
2023
Q4 		$633 Buy
+14
New +$638 ﹤0.01% 2028
2023
Q3 		– Sell
-90
Closed -$4.29K – 2421
2023
Q2 		$4.29K Sell
90
-43
-32% -$1.88K ﹤0.01% 1545
2023
Q1 		$5.26K Sell
133
-224
-63% -$9.25K ﹤0.01% 1473
2022
Q4 		$14.7K Buy
357
+65
+22% +$2.72K ﹤0.01% 1172
2022
Q3 		$11K Buy
292
+2
+0.7% +$73 ﹤0.01% 1318
2022
Q2 		$10K Buy
290
+200
+222% +$6.77K ﹤0.01% 1349
2022
Q1 		$3K Sell
90
-10
-10% -$279 ﹤0.01% 1749
2021
Q4 		$2K Buy
+100
New +$2.56K ﹤0.01% 1857
2021
Q3 		– Sell
-382
Closed -$11K – 2003
2021
Q2 		$11K Hold
382
– – ﹤0.01% 1396
2021
Q1 		$11K Buy
+382
New +$9.91K ﹤0.01% 1357
2018
Q3 		– Sell
-28
Closed -$1K – 1626
2018
Q2 		$1K Buy
+28
New +$1.17K ﹤0.01% 1515

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Advisornet Financial's UNM Position: Q3 2025 in Review

Advisornet Financial sold out of Unum (UNM) in Q3 2025, closing a stake of 33 shares — an estimated $2.67K sold.

Advisornet Financial first reported a position in UNM in Q2 2018 and held it in 17 quarters. The position peaked at $14.7K in Q4 2022. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Advisornet Financial reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 33 Unum shares in Q3 2025, an estimated $2.67K.
  • Advisornet Financial first reported a position in Unum in Q2 2018 and held it in 17 quarters.
  • Advisornet Financial's Unum position peaked at $14.7K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.