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	–	2083
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	–	1886
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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's UNM Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Unum (UNM) in Q1 2025, closing a stake of 3,143 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in UNM in Q1 2022 and held it in 8 quarters. The position peaked at $363K in Q1 2022. 726 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Atria Wealth Solutions reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,143 Unum shares in Q1 2025, an estimated $230K.
Atria Wealth Solutions first reported a position in Unum in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's Unum position peaked at $363K in Q1 2022.
726 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.