Atlantic Private Wealth’s Unum UNM Stock Holding History

Atlantic Private Wealth’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 Q4	–	Sell	-23	Closed	-$1.82K	–	410
2025 Q3	$1.82K	Hold	23	–	–	﹤0.01%	224
2025 Q2	$1.89K	Buy	+23	New	+$1.82K	﹤0.01%	216

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

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

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

Atlantic Private Wealth's UNM Position: Q4 2025 in Review

Atlantic Private Wealth sold out of Unum (UNM) in Q4 2025, closing a stake of 23 shares — an estimated $1.82K sold.

Atlantic Private Wealth first reported a position in UNM in Q2 2025 and held it in 2 quarters. The position peaked at $1.89K in Q2 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Atlantic Private Wealth reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Atlantic Private Wealth sold 23 Unum shares in Q4 2025, an estimated $1.82K.
Atlantic Private Wealth first reported a position in Unum in Q2 2025 and held it in 2 quarters.
Atlantic Private Wealth's Unum position peaked at $1.89K in Q2 2025.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Atlantic Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.