HWM
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Hemington Wealth Management’s Unum UNM Stock Holding History

Hemington Wealth Management’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 		$32K Sell
424
-149
-26% -$11.2K ﹤0.01% 489
2025
Q2 		$46K Buy
573
+106
+23% +$8.37K 0.01% 357
2025
Q1 		$38K Buy
467
+88
+23% +$6.78K 0.01% 390
2024
Q4 		$27K Buy
379
+66
+21% +$4.55K 0.01% 470
2024
Q3 		$20K Buy
+313
New +$17K 0.01% 514

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hemington Wealth Management's UNM Position: Q3 2025 in Review

Hemington Wealth Management reduced its Unum (UNM) stake by 26% in Q3 2025, selling an estimated $11.2K and leaving 424 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Hemington Wealth Management first reported a position in UNM in Q3 2024 and has held it in 5 quarters since. The position peaked at $46K in Q2 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Hemington Wealth Management held 424 shares of Unum worth $32K as of Q3 2025.
  • Hemington Wealth Management sold 149 Unum shares in Q3 2025, an estimated $11.2K.
  • Unum made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #489 holding.
  • Hemington Wealth Management first reported a position in Unum in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Unum position peaked at $46K in Q2 2025.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.