Capital A Wealth Management’s Unum UNM Stock Holding History

Capital A 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 Q2	$2.85K	Buy	+63	New	+$4.98K	0.03%	289

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital A Wealth Management's UNM Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Unum (UNM) in Q2 2025: 63 shares worth $2.85K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings.

734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Capital A Wealth Management held 63 shares of Unum worth $2.85K as of Q2 2025.
Unum was a new Capital A Wealth Management position in Q2 2025.
Unum made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #289 holding.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.