Avion Wealth’s Unum UNM Stock Holding History

Avion 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
2026 Q1	$0	Hold	13	–	–	﹤0.01%	1616
2025 Q4	$1K	Hold	13	–	–	﹤0.01%	1149
2025 Q3	$1K	Sell	13 -7	-35%	-$525	﹤0.01%	1120
2025 Q2	$1K	Sell	20 -4	-17%	-$316	﹤0.01%	1084
2025 Q1	$1K	Hold	24	–	–	﹤0.01%	945
2024 Q4	$1K	Buy	24 +11	+85%	+$758	﹤0.01%	943
2024 Q3	$0	Hold	13	–	–	﹤0.01%	1342
2024 Q2	$0	Hold	13	–	–	﹤0.01%	1265
2024 Q1	$1K	Hold	13	–	–	﹤0.01%	1099
2023 Q4	$1K	Sell	13 -31	-70%	-$1.41K	﹤0.01%	998
2023 Q3	$2K	Buy	44 +20	+83%	+$978	﹤0.01%	529
2023 Q2	$1K	Buy	+24	New	+$1.05K	﹤0.01%	660
2022 Q3	–	Sell	-1	Closed	–	–	584
2022 Q2	$0	Buy	+1	New	+$34	﹤0.01%	559

Other funds holding UNM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

First Trust Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return