Axxcess Wealth Management’s Unum UNM Stock Holding History

Axxcess 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 Q3	–	Sell	-3,399	Closed	-$274K	–	971
2025 Q2	$274K	Buy	+3,399	New	+$268K	0.01%	747

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

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

Axxcess Wealth Management's UNM Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Unum (UNM) in Q3 2025, closing a stake of 3,399 shares — an estimated $274K sold.

Axxcess Wealth Management first reported a position in UNM in Q2 2025 and held it in 1 quarter. The position peaked at $274K in Q2 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Axxcess Wealth Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Axxcess Wealth Management sold 3,399 Unum shares in Q3 2025, an estimated $274K.
Axxcess Wealth Management first reported a position in Unum in Q2 2025 and held it in 1 quarter.
Axxcess Wealth Management's Unum position peaked at $274K in Q2 2025.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.