Atria Wealth Solutions’s Unum UNM Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-3,143	Closed	-$230K	–	2085
2024 Q4	$230K	Buy	+3,143	New	+$217K	﹤0.01%	1732
2024 Q1	–	Sell	-6,072	Closed	-$275K	–	2067
2023 Q4	$275K	Sell	6,072 -1,043	-15%	-$47.5K	﹤0.01%	1559
2023 Q3	$350K	Sell	7,115 -67	-0.9%	-$3.27K	﹤0.01%	1314
2023 Q2	$343K	Sell	7,182 -351	-5%	-$15.3K	﹤0.01%	1357
2023 Q1	$298K	Buy	+7,533	New	+$311K	﹤0.01%	1423
2022 Q4	–	Sell	-5,862	Closed	-$227K	–	1888
2022 Q3	$227K	Sell	5,862 -43	-0.7%	-$1.57K	﹤0.01%	1480
2022 Q2	$201K	Sell	5,905 -5,630	-49%	-$191K	﹤0.01%	1464
2022 Q1	$363K	Buy	+11,535	New	+$322K	0.01%	1229

Other funds holding UNM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

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

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

First Trust Advisors

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

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

Dimensional Fund Advisors

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

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

Geode Capital Management

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