Avantax Advisory Services’s Unum UNM Stock Holding History

Avantax Advisory Services’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	$731K	Sell	9,054 -457	-5%	-$36.1K	﹤0.01%	1350
2025 Q1	$775K	Buy	9,511 +285	+3%	+$22K	﹤0.01%	1224
2024 Q4	$674K	Buy	9,226 +324	+4%	+$22.3K	﹤0.01%	1261
2024 Q3	$529K	Sell	8,902 -31	-0.3%	-$1.68K	﹤0.01%	1376
2024 Q2	$457K	Buy	+8,933	New	+$462K	﹤0.01%	1420

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

Avantax Advisory Services's UNM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Unum (UNM) stake by 4.8% in Q2 2025, selling an estimated $36.1K and leaving 9,054 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Avantax Advisory Services first reported a position in UNM in Q2 2024 and has held it in 5 quarters since. The position peaked at $775K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Avantax Advisory Services held 9,054 shares of Unum worth $731K as of Q2 2025.
Avantax Advisory Services sold 457 Unum shares in Q2 2025, an estimated $36.1K.
Unum made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1350 holding.
Avantax Advisory Services first reported a position in Unum in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Unum position peaked at $775K in Q1 2025.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.