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Cresset Asset Management’s Unum UNM Stock Holding History

Cresset Asset 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
Q4 		– Sell
-2,840
Closed -$221K – 1703
2025
Q3 		$221K Buy
+2,840
New +$213K ﹤0.01% 1379
2025
Q2 		– Sell
-6,329
Closed -$516K – 1781
2025
Q1 		$516K Sell
6,329
-1,644
-21% -$127K ﹤0.01% 1055
2024
Q4 		$582K Sell
7,973
-33,265
-81% -$2.29M ﹤0.01% 1015
2024
Q3 		$2.45M Buy
41,238
+6,197
+18% +$337K 0.01% 704
2024
Q2 		$1.79M Buy
35,041
+6,385
+22% +$330K 0.01% 770
2024
Q1 		$1.54M Sell
28,656
-988
-3% -$48.2K 0.01% 774
2023
Q4 		$1.34M Sell
29,644
-995
-3% -$45.3K 0.01% 765
2023
Q3 		$1.51M Buy
30,639
+1,163
+4% +$56.9K 0.01% 665
2023
Q2 		$1.41M Buy
+29,476
New +$1.29M ﹤0.01% 784
2022
Q2 		– Sell
-7,889
Closed -$249K – 1092
2022
Q1 		$249K Sell
7,889
-752
-9% -$21K ﹤0.01% 846
2021
Q4 		$213K Sell
8,641
-12,554
-59% -$321K ﹤0.01% 1018
2021
Q3 		$531K Buy
21,195
+1,296
+7% +$34.3K 0.01% 600
2021
Q2 		$565K Sell
19,899
-583
-3% -$17.1K 0.01% 520
2021
Q1 		$570K Buy
20,482
+3,453
+20% +$89.6K 0.01% 442
2020
Q4 		$391K Buy
17,029
+908
+6% +$18.8K 0.01% 472
2020
Q3 		$271K Buy
16,121
+1,142
+8% +$20.3K 0.01% 545
2020
Q2 		$249K Buy
+14,979
New +$236K 0.01% 531
2019
Q2 		– Sell
-537
Closed -$18K – 1648
2019
Q1 		$18K Buy
537
+280
+109% +$9.75K ﹤0.01% 1053
2018
Q4 		$8K Buy
+257
New +$8.99K ﹤0.01% 918

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cresset Asset Management's UNM Position: Q4 2025 in Review

Cresset Asset Management sold out of Unum (UNM) in Q4 2025, closing a stake of 2,840 shares — an estimated $221K sold.

Cresset Asset Management first reported a position in UNM in Q4 2018 and held it in 19 quarters. The position peaked at $2.45M in Q3 2024. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Cresset Asset Management reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Cresset Asset Management sold 2,840 Unum shares in Q4 2025, an estimated $221K.
  • Cresset Asset Management first reported a position in Unum in Q4 2018 and held it in 19 quarters.
  • Cresset Asset Management's Unum position peaked at $2.45M in Q3 2024.
  • 700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Cresset Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.