Garde Capital’s Unum UNM Stock Holding History

Garde Capital’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	-15	Closed	-$1.21K	–	770
2025 Q2	$1.21K	Hold	15	–	–	﹤0.01%	666
2025 Q1	$1.22K	Buy	+15	New	+$1.16K	﹤0.01%	647

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Garde Capital's UNM Position: Q3 2025 in Review

Garde Capital sold out of Unum (UNM) in Q3 2025, closing a stake of 15 shares — an estimated $1.21K sold.

Garde Capital first reported a position in UNM in Q1 2025 and held it in 2 quarters. The position peaked at $1.22K in Q1 2025. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Garde Capital reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 15 Unum shares in Q3 2025, an estimated $1.21K.
Garde Capital first reported a position in Unum in Q1 2025 and held it in 2 quarters.
Garde Capital's Unum position peaked at $1.22K in Q1 2025.
674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.