Atala Financial’s Unum UNM Stock Holding History

Atala 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 Q2	–	Sell	-124	Closed	-$10.1K	–	426
2025 Q1	$10.1K	Hold	124	–	–	0.01%	318
2024 Q4	$9.06K	Buy	+124	New	+$8.55K	0.01%	338

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atala Financial's UNM Position: Q2 2025 in Review

Atala Financial sold out of Unum (UNM) in Q2 2025, closing a stake of 124 shares — an estimated $10.1K sold.

Atala Financial first reported a position in UNM in Q4 2024 and held it in 2 quarters. The position peaked at $10.1K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Atala Financial reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 124 Unum shares in Q2 2025, an estimated $10.1K.
Atala Financial first reported a position in Unum in Q4 2024 and held it in 2 quarters.
Atala Financial's Unum position peaked at $10.1K in Q1 2025.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.