Aviso Financial’s Unum UNM Stock Holding History

Aviso Financial’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 Q4	–	Sell	-406	Closed	-$31.6K	–	367
2025 Q3	$31.6K	Hold	406	–	–	﹤0.01%	258
2025 Q2	$32.8K	Hold	406	–	–	﹤0.01%	259
2025 Q1	$33.1K	Hold	406	–	–	﹤0.01%	263
2024 Q4	$29.6K	Hold	406	–	–	﹤0.01%	270
2024 Q3	$24.1K	Buy	+406	New	+$22K	﹤0.01%	280

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

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

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

Aviso Financial's UNM Position: Q4 2025 in Review

Aviso Financial sold out of Unum (UNM) in Q4 2025, closing a stake of 406 shares — an estimated $31.6K sold.

Aviso Financial first reported a position in UNM in Q3 2024 and held it in 5 quarters. The position peaked at $33.1K in Q1 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Aviso Financial reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Aviso Financial sold 406 Unum shares in Q4 2025, an estimated $31.6K.
Aviso Financial first reported a position in Unum in Q3 2024 and held it in 5 quarters.
Aviso Financial's Unum position peaked at $33.1K in Q1 2025.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Aviso Financial's 13F filing for Q4 2025, filed 13 Feb 2026.