GPS Wealth Strategies Group’s Unum UNM Stock Holding History

GPS Wealth Strategies Group’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	-2,769	Closed	-$215K	–	1511
2025 Q3	$215K	Sell	2,769 -532	-16%	-$39.9K	0.02%	327
2025 Q2	$267K	Sell	3,301 -434	-12%	-$34.3K	0.03%	275
2025 Q1	$304K	Sell	3,735 -2,082	-36%	-$161K	0.04%	245
2024 Q4	$425K	Sell	5,817 -5,836	-50%	-$402K	0.05%	194
2024 Q3	$693K	Sell	11,653 -9,268	-44%	-$503K	0.09%	145
2024 Q2	$1.07M	Sell	20,921 -1,333	-6%	-$69K	0.16%	96
2024 Q1	$1.19M	Sell	22,254 -1,762	-7%	-$85.9K	0.19%	90
2023 Q4	$1.09M	Sell	24,016 -1,597	-6%	-$72.7K	0.2%	92
2023 Q3	$1.26M	Sell	25,613 -56	-0.2%	-$2.74K	0.24%	78
2023 Q2	$1.22M	Sell	25,669 -701	-3%	-$30.6K	0.23%	78
2023 Q1	$1.04M	Buy	26,370 +432	+2%	+$17.8K	0.22%	87
2022 Q4	$1.06M	Buy	25,938 +309	+1%	+$12.9K	0.32%	65
2022 Q3	$994K	Sell	25,629 -694	-3%	-$25.4K	0.25%	70
2022 Q2	$895K	Buy	26,323 +6,131	+30%	+$208K	0.23%	73
2022 Q1	$636K	Buy	+20,192	New	+$564K	0.14%	98

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

GPS Wealth Strategies Group's UNM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Unum (UNM) in Q4 2025, closing a stake of 2,769 shares — an estimated $215K sold.

GPS Wealth Strategies Group first reported a position in UNM in Q1 2022 and held it in 15 quarters. The position peaked at $1.26M in Q3 2023. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,769 Unum shares in Q4 2025, an estimated $215K.
GPS Wealth Strategies Group first reported a position in Unum in Q1 2022 and held it in 15 quarters.
GPS Wealth Strategies Group's Unum position peaked at $1.26M in Q3 2023.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.