GC Wealth Management RIA’s Unum UNM Stock Holding History

GC Wealth Management RIA’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	-7,043	Closed	-$548K	–	834
2025 Q3	$548K	Buy	7,043 +3,686	+110%	+$276K	0.02%	532
2025 Q2	$271K	Buy	+3,357	New	+$265K	0.02%	462

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

GC Wealth Management RIA's UNM Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Unum (UNM) in Q4 2025, closing a stake of 7,043 shares — an estimated $548K sold.

GC Wealth Management RIA first reported a position in UNM in Q2 2025 and held it in 2 quarters. The position peaked at $548K in Q3 2025. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

GC Wealth Management RIA reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 7,043 Unum shares in Q4 2025, an estimated $548K.
GC Wealth Management RIA first reported a position in Unum in Q2 2025 and held it in 2 quarters.
GC Wealth Management RIA's Unum position peaked at $548K in Q3 2025.
700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.