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Friedenthal Financial’s Unum UNM Stock Holding History

Friedenthal Financial’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
Q3 		– Sell
-11,200
Closed -$905K – 318
2025
Q2 		$905K Buy
+11,200
New +$885K 0.5% 60
2025
Q1 		– Sell
-10,906
Closed -$796K – 300
2024
Q4 		$796K Buy
+10,906
New +$752K 0.47% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Friedenthal Financial's UNM Position: Q3 2025 in Review

Friedenthal Financial sold out of Unum (UNM) in Q3 2025, closing a stake of 11,200 shares — an estimated $905K sold.

Friedenthal Financial first reported a position in UNM in Q4 2024 and held it in 2 quarters. The position peaked at $905K in Q2 2025. 673 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Friedenthal Financial reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Friedenthal Financial sold 11,200 Unum shares in Q3 2025, an estimated $905K.
  • Friedenthal Financial first reported a position in Unum in Q4 2024 and held it in 2 quarters.
  • Friedenthal Financial's Unum position peaked at $905K in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Friedenthal Financial's 13F filing for Q3 2025, filed 15 Oct 2025.