CA
UNM icon

Continuum Advisory’s Unum UNM Stock Holding History

Continuum 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
-2,348
Closed -$191K – 1497
2025
Q1 		$191K Sell
2,348
-35
-1% -$2.7K 0.02% 396
2024
Q4 		$174K Sell
2,383
-58
-2% -$4K 0.02% 412
2024
Q3 		$176K Sell
2,441
-16
-0.7% -$869 0.02% 416
2024
Q2 		$126K Sell
2,457
-50
-2% -$2.59K 0.02% 454
2024
Q1 		$132K Buy
+2,507
New +$122K 0.02% 439
2023
Q4 		– Sell
-5,028
Closed -$247K – 488
2023
Q3 		$247K Buy
+5,028
New +$246K 0.04% 398

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

Continuum Advisory's UNM Position: Q2 2025 in Review

Continuum Advisory sold out of Unum (UNM) in Q2 2025, closing a stake of 2,348 shares — an estimated $191K sold.

Continuum Advisory first reported a position in UNM in Q3 2023 and held it in 6 quarters. The position peaked at $247K in Q3 2023. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • Continuum Advisory reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 2,348 Unum shares in Q2 2025, an estimated $191K.
  • Continuum Advisory first reported a position in Unum in Q3 2023 and held it in 6 quarters.
  • Continuum Advisory's Unum position peaked at $247K in Q3 2023.
  • 734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.