Focus Partners Advisor Solutions’s Unum UNM Stock Holding History

Focus Partners Advisor Solutions’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	-3,701	Closed	-$287K	–	1264
2025 Q3	$287K	Buy	+3,701	New	+$277K	﹤0.01%	925
2025 Q2	–	Sell	-4,373	Closed	-$356K	–	1174
2025 Q1	$356K	Buy	+4,373	New	+$337K	0.01%	695
2024 Q4	–	Sell	-3,577	Closed	-$213K	–	873
2024 Q3	$213K	Buy	+3,577	New	+$194K	﹤0.01%	702

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

Focus Partners Advisor Solutions's UNM Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Unum (UNM) in Q4 2025, closing a stake of 3,701 shares — an estimated $287K sold.

Focus Partners Advisor Solutions first reported a position in UNM in Q3 2024 and held it in 3 quarters. The position peaked at $356K in Q1 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Focus Partners Advisor Solutions reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 3,701 Unum shares in Q4 2025, an estimated $287K.
Focus Partners Advisor Solutions first reported a position in Unum in Q3 2024 and held it in 3 quarters.
Focus Partners Advisor Solutions's Unum position peaked at $356K in Q1 2025.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.