Cranbrook Wealth Management’s Unum UNM Stock Holding History

Cranbrook 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	–	Sell	-1,082	Closed	-$88.1K	–	444
2025 Q1	$88.1K	Hold	1,082	–	–	0.02%	161
2024 Q4	$79K	Hold	1,082	–	–	0.02%	166
2024 Q3	$64.3K	Hold	1,082	–	–	0.01%	171
2024 Q2	$55.3K	Hold	1,082	–	–	0.01%	171
2024 Q1	$58.1K	Hold	1,082	–	–	0.01%	148
2023 Q4	$48.9K	Hold	1,082	–	–	0.01%	158
2023 Q3	$53.2K	Hold	1,082	–	–	0.02%	147
2023 Q2	$51.6K	Hold	1,082	–	–	0.01%	155
2023 Q1	$42.8K	Hold	1,082	–	–	0.01%	162
2022 Q4	$44.4K	Hold	1,082	–	–	0.01%	165
2022 Q3	$42K	Hold	1,082	–	–	0.01%	179
2022 Q2	$37K	Hold	1,082	–	–	0.01%	185
2022 Q1	$34K	Hold	1,082	–	–	0.01%	212
2021 Q4	$27K	Hold	1,082	–	–	0.01%	227
2021 Q3	$27K	Hold	1,082	–	–	0.01%	228
2021 Q2	$31K	Hold	1,082	–	–	0.01%	214
2021 Q1	$30K	Hold	1,082	–	–	0.01%	221
2020 Q4	$25K	Hold	1,082	–	–	0.01%	196
2020 Q3	$18K	Hold	1,082	–	–	0.01%	189
2020 Q2	$18K	Hold	1,082	–	–	0.01%	185
2020 Q1	$16K	Hold	1,082	–	–	0.01%	177
2019 Q4	$32K	Hold	1,082	–	–	0.01%	158
2019 Q3	$32K	Hold	1,082	–	–	0.01%	155
2019 Q2	$36K	Hold	1,082	–	–	0.01%	145
2019 Q1	$37K	Hold	1,082	–	–	0.01%	144
2018 Q4	$32K	Hold	1,082	–	–	0.01%	141
2018 Q3	$42K	Hold	1,082	–	–	0.01%	127
2018 Q2	$40K	Hold	1,082	–	–	0.02%	130
2018 Q1	$52K	Hold	1,082	–	–	0.02%	116
2017 Q4	$59K	Hold	1,082	–	–	0.02%	110
2017 Q3	$55K	Hold	1,082	–	–	0.02%	110
2017 Q2	$50K	Hold	1,082	–	–	0.02%	115
2017 Q1	$51K	Hold	1,082	–	–	0.02%	106
2016 Q4	$48K	Hold	1,082	–	–	0.02%	110
2016 Q3	$38K	Hold	1,082	–	–	0.02%	112
2016 Q2	$34K	Hold	1,082	–	–	0.02%	111
2016 Q1	$33K	Hold	1,082	–	–	0.02%	116
2015 Q4	$36K	Hold	1,082	–	–	0.02%	111
2015 Q3	$35K	Hold	1,082	–	–	0.02%	114
2015 Q2	$39K	Hold	1,082	–	–	0.02%	115
2015 Q1	$36K	Hold	1,082	–	–	0.02%	119
2014 Q4	$38K	Buy	+1,082	New	+$36.5K	0.02%	116
2014 Q1	–	Sell	-1,082	Closed	-$38K	–	223
2013 Q4	$38K	Buy	+1,082	New	+$35.4K	0.03%	110

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 $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cranbrook Wealth Management's UNM Position: Q2 2025 in Review

Cranbrook Wealth Management sold out of Unum (UNM) in Q2 2025, closing a stake of 1,082 shares — an estimated $88.1K sold.

Cranbrook Wealth Management first reported a position in UNM in Q4 2013 and held it in 43 quarters. The position peaked at $88.1K in Q1 2025. 735 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Cranbrook Wealth Management reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
Cranbrook Wealth Management sold 1,082 Unum shares in Q2 2025, an estimated $88.1K.
Cranbrook Wealth Management first reported a position in Unum in Q4 2013 and held it in 43 quarters.
Cranbrook Wealth Management's Unum position peaked at $88.1K in Q1 2025.
735 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.