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Astoria Portfolio Advisors’s Unum UNM Stock Holding History

Astoria Portfolio Advisors’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
-2,590
Closed -$207K – 304
2025
Q2 		$207K Sell
2,590
-1
-0% -$79 0.06% 247
2025
Q1 		$204K Buy
+2,591
New +$200K 0.07% 231

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Astoria Portfolio Advisors's UNM Position: Q3 2025 in Review

Astoria Portfolio Advisors sold out of Unum (UNM) in Q3 2025, closing a stake of 2,590 shares — an estimated $207K sold.

Astoria Portfolio Advisors first reported a position in UNM in Q1 2025 and held it in 2 quarters. The position peaked at $207K in Q2 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Astoria Portfolio Advisors reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 2,590 Unum shares in Q3 2025, an estimated $207K.
  • Astoria Portfolio Advisors first reported a position in Unum in Q1 2025 and held it in 2 quarters.
  • Astoria Portfolio Advisors's Unum position peaked at $207K in Q2 2025.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.