Impact Partnership Wealth’s Unum UNM Stock Holding History

Impact Partnership Wealth’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 Q1	–	Sell	-7,440	Closed	-$543K	–	343
2024 Q4	$543K	Buy	+7,440	New	+$513K	0.11%	114
2024 Q3	–	Sell	-5,394	Closed	-$276K	–	286
2024 Q2	$276K	Buy	+5,394	New	+$279K	0.07%	172

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impact Partnership Wealth's UNM Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Unum (UNM) in Q1 2025, closing a stake of 7,440 shares — an estimated $543K sold.

Impact Partnership Wealth first reported a position in UNM in Q2 2024 and held it in 2 quarters. The position peaked at $543K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Impact Partnership Wealth reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Impact Partnership Wealth sold 7,440 Unum shares in Q1 2025, an estimated $543K.
Impact Partnership Wealth first reported a position in Unum in Q2 2024 and held it in 2 quarters.
Impact Partnership Wealth's Unum position peaked at $543K in Q4 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.