Baron Wealth Management’s Unum UNM Stock Holding History

Baron 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	-3,269	Closed	-$264K	–	269
2025 Q2	$264K	Sell	3,269 -823	-20%	-$65K	0.09%	159
2025 Q1	$333K	Buy	+4,092	New	+$315K	0.15%	115

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

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

Baron Wealth Management sold out of Unum (UNM) in Q3 2025, closing a stake of 3,269 shares — an estimated $264K sold.

Baron Wealth Management first reported a position in UNM in Q1 2025 and held it in 2 quarters. The position peaked at $333K in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Baron Wealth Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Baron Wealth Management sold 3,269 Unum shares in Q3 2025, an estimated $264K.
Baron Wealth Management first reported a position in Unum in Q1 2025 and held it in 2 quarters.
Baron Wealth Management's Unum position peaked at $333K in Q1 2025.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Baron Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.