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UNM icon

GTS Securities’s Unum UNM Stock Holding History

GTS Securities’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
2024
Q4 		– Sell
-4,200
Closed -$250K – 3975
2024
Q3 		$250K Buy
+4,200
New +$228K ﹤0.01% 3461
2024
Q2 		– Sell
-8,000
Closed -$429K – 4328
2024
Q1 		$429K Sell
8,000
-9,300
-54% -$453K ﹤0.01% 2699
2023
Q4 		$782K Sell
17,300
-4,900
-22% -$223K ﹤0.01% 2386
2023
Q3 		$1.09M Buy
+22,200
New +$1.09M ﹤0.01% 1945

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GTS Securities's UNM Position: Q2 2025 in Review

GTS Securities sold out of Unum (UNM) in Q2 2025, closing a stake of 7,045 shares — an estimated $574K sold.

GTS Securities first reported a position in UNM in Q2 2023 and held it in 4 quarters. The position peaked at $1.32M in Q3 2024. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • GTS Securities reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
  • GTS Securities sold 7,045 Unum shares in Q2 2025, an estimated $574K.
  • GTS Securities first reported a position in Unum in Q2 2023 and held it in 4 quarters.
  • GTS Securities's Unum position peaked at $1.32M in Q3 2024.
  • 734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on GTS Securities's 13F filing for Q2 2025, filed 8 Aug 2025.