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Hopwood Financial Services’s Unum UNM Stock Holding History

Hopwood Financial Services’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
-150
Closed -$11.7K – 277
2025
Q3 		$11.7K Hold
150
– – 0.01% 242
2025
Q2 		$12.1K Hold
150
– – 0.01% 222
2025
Q1 		$12.2K Hold
150
– – 0.01% 222
2024
Q4 		$11K Buy
+150
New +$10.3K 0.01% 239

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hopwood Financial Services's UNM Position: Q4 2025 in Review

Hopwood Financial Services sold out of Unum (UNM) in Q4 2025, closing a stake of 150 shares — an estimated $11.7K sold.

Hopwood Financial Services first reported a position in UNM in Q4 2024 and held it in 4 quarters. The position peaked at $12.2K in Q1 2025. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Hopwood Financial Services reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 150 Unum shares in Q4 2025, an estimated $11.7K.
  • Hopwood Financial Services first reported a position in Unum in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Unum position peaked at $12.2K in Q1 2025.
  • 700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.