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Flagship Harbor Advisors’s Unum UNM Stock Holding History

Flagship Harbor Advisors’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
-3,095
Closed -$241K – 2323
2025
Q3 		$241K Sell
3,095
-116
-4% -$8.69K 0.01% 711
2025
Q2 		$259K Sell
3,211
-2
-0.1% -$158 0.01% 647
2025
Q1 		$262K Buy
3,213
+233
+8% +$18K 0.01% 620
2024
Q4 		$218K Buy
+2,980
New +$205K 0.01% 684
2022
Q4 		– Sell
-9,098
Closed -$353K – 641
2022
Q3 		$353K Sell
9,098
-550
-6% -$20.1K 0.04% 392
2022
Q2 		$328K Sell
9,648
-180
-2% -$6.09K 0.04% 432
2022
Q1 		$310K Sell
9,828
-400
-4% -$11.2K 0.03% 472
2021
Q4 		$251K Buy
10,228
+2,800
+38% +$71.7K 0.02% 553
2021
Q3 		$211K Hold
7,428
– – 0.02% 599
2021
Q2 		$211K Buy
+7,428
New +$218K 0.02% 600
2021
Q1 		– Sell
-10,034
Closed -$230K – 651
2020
Q4 		$230K Buy
10,034
+9,100
+974% +$188K 0.03% 498
2020
Q3 		$15K Buy
934
+500
+115% +$8.89K ﹤0.01% 1235
2020
Q2 		$7K Sell
434
-366
-46% -$5.78K ﹤0.01% 1492
2020
Q1 		$12K Sell
800
-32
-4% -$770 ﹤0.01% 1179
2019
Q4 		$24K Buy
832
+1
+0.1% +$29 ﹤0.01% 1056
2019
Q3 		$24K Sell
831
-113
-12% -$3.36K ﹤0.01% 1030
2019
Q2 		$31K Buy
944
+1
+0.1% +$35 0.01% 916
2019
Q1 		$31K Buy
943
+1
+0.1% +$35 0.01% 902
2018
Q4 		$27K Sell
942
-444
-32% -$15.5K 0.01% 903
2018
Q3 		$54K Buy
1,386
+1
+0.1% +$37 0.01% 780
2018
Q2 		$51K Buy
+1,385
New +$57.8K 0.01% 779

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 $3.37T AUM 44.26% 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

Flagship Harbor Advisors's UNM Position: Q4 2025 in Review

Flagship Harbor Advisors sold out of Unum (UNM) in Q4 2025, closing a stake of 3,095 shares — an estimated $241K sold.

Flagship Harbor Advisors first reported a position in UNM in Q2 2018 and held it in 21 quarters. The position peaked at $353K in Q3 2022. 699 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Flagship Harbor Advisors reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Flagship Harbor Advisors sold 3,095 Unum shares in Q4 2025, an estimated $241K.
  • Flagship Harbor Advisors first reported a position in Unum in Q2 2018 and held it in 21 quarters.
  • Flagship Harbor Advisors's Unum position peaked at $353K in Q3 2022.
  • 699 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Flagship Harbor Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.