Dorsey Wright & Associates’s Unum UNM Stock Holding History

Dorsey Wright & Associates’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	-2,580	Closed	-$201K	–	150
2025 Q3	$201K	Sell	2,580 -76,122	-97%	-$5.7M	0.04%	133
2025 Q2	$6.36M	Buy	78,702 +54,207	+221%	+$4.28M	1.51%	21
2025 Q1	$2M	Buy	+24,495	New	+$1.89M	0.51%	86
2024 Q1	–	Sell	-93,524	Closed	-$4.23M	–	148
2023 Q4	$4.23M	Sell	93,524 -3,320	-3%	-$151K	1.29%	19
2023 Q3	$4.76M	Buy	96,844 +167	+0.2%	+$8.16K	1.48%	13
2023 Q2	$4.61M	Sell	96,677 -45,904	-32%	-$2M	1.39%	15
2023 Q1	$5.64M	Sell	142,581 -1,111	-0.8%	-$45.9K	1.71%	8
2022 Q4	$5.9M	Buy	+143,692	New	+$6.02M	1.72%	7
2022 Q2	$4.8M	Buy	+141,210	New	+$4.78M	1.41%	17

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorsey Wright & Associates's UNM Position: Q4 2025 in Review

Dorsey Wright & Associates sold out of Unum (UNM) in Q4 2025, closing a stake of 2,580 shares — an estimated $201K sold.

Dorsey Wright & Associates first reported a position in UNM in Q2 2022 and held it in 9 quarters. The position peaked at $6.36M in Q2 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Dorsey Wright & Associates reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Dorsey Wright & Associates sold 2,580 Unum shares in Q4 2025, an estimated $201K.
Dorsey Wright & Associates first reported a position in Unum in Q2 2022 and held it in 9 quarters.
Dorsey Wright & Associates's Unum position peaked at $6.36M in Q2 2025.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Dorsey Wright & Associates's 13F filing for Q4 2025, filed 20 Feb 2026.