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Centennial Wealth Advisory’s Unum UNM Stock Holding History

Centennial Wealth Advisory’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 		– Sell
-4,694
Closed -$382K – 175
2025
Q1 		$382K Buy
+4,694
New +$362K 0.14% 103
2023
Q2 		– Sell
-8,490
Closed -$336K – 141
2023
Q1 		$336K Buy
+8,490
New +$351K 0.18% 87

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centennial Wealth Advisory's UNM Position: Q2 2025 in Review

Centennial Wealth Advisory sold out of Unum (UNM) in Q2 2025, closing a stake of 4,694 shares — an estimated $382K sold.

Centennial Wealth Advisory first reported a position in UNM in Q1 2023 and held it in 2 quarters. The position peaked at $382K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • Centennial Wealth Advisory reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
  • Centennial Wealth Advisory sold 4,694 Unum shares in Q2 2025, an estimated $382K.
  • Centennial Wealth Advisory first reported a position in Unum in Q1 2023 and held it in 2 quarters.
  • Centennial Wealth Advisory's Unum position peaked at $382K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Centennial Wealth Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.