Foundations Investment Advisors’s Unum UNM Stock Holding History

Foundations Investment 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	-9,182	Closed	-$714K	–	1189
2025 Q3	$714K	Buy	+9,182	New	+$688K	0.01%	555

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

Foundations Investment Advisors's UNM Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Unum (UNM) in Q4 2025, closing a stake of 9,182 shares — an estimated $714K sold.

Foundations Investment Advisors first reported a position in UNM in Q3 2025 and held it in 1 quarter. The position peaked at $714K in Q3 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Foundations Investment Advisors reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 9,182 Unum shares in Q4 2025, an estimated $714K.
Foundations Investment Advisors first reported a position in Unum in Q3 2025 and held it in 1 quarter.
Foundations Investment Advisors's Unum position peaked at $714K in Q3 2025.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.