Encompass More Asset Management’s Unum UNM Stock Holding History

Encompass More 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	-4,249	Closed	-$330K	–	282
2025 Q3	$330K	Buy	+4,249	New	+$318K	0.06%	163

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 $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

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

Encompass More Asset Management's UNM Position: Q4 2025 in Review

Encompass More Asset Management sold out of Unum (UNM) in Q4 2025, closing a stake of 4,249 shares — an estimated $330K sold.

Encompass More Asset Management first reported a position in UNM in Q3 2025 and held it in 1 quarter. The position peaked at $330K in Q3 2025. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Encompass More Asset Management reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Encompass More Asset Management sold 4,249 Unum shares in Q4 2025, an estimated $330K.
Encompass More Asset Management first reported a position in Unum in Q3 2025 and held it in 1 quarter.
Encompass More Asset Management's Unum position peaked at $330K in Q3 2025.
700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Encompass More Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.