AWM
UNM icon

Avior Wealth Management’s Unum UNM Stock Holding History

Avior Wealth Management’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
-90
Closed -$6.57K – 2244
2024
Q4 		$6.57K Hold
90
– – ﹤0.01% 1764
2024
Q3 		$5.35K Hold
90
– – ﹤0.01% 1761
2024
Q2 		$4.6K Sell
90
-107
-54% -$5.54K ﹤0.01% 1750
2024
Q1 		$10.6K Buy
197
+57
+41% +$2.78K ﹤0.01% 1855
2023
Q4 		$6.33K Buy
140
+50
+56% +$2.28K ﹤0.01% 1084
2023
Q3 		$4.43K Hold
90
– – ﹤0.01% 1226
2023
Q2 		$4.29K Buy
+90
New +$3.93K ﹤0.01% 1215
2021
Q3 		– Sell
-72
Closed -$2K – 1188
2021
Q2 		$2K Buy
+72
New +$2.12K ﹤0.01% 918

Other funds holding UNM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
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
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