Koshinski Asset Management
UNM icon

Koshinski Asset Management’s Unum UNM Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-2,820
Closed -$230K – 710
2025
Q1 		$230K Buy
+2,820
New +$217K 0.02% 567
2022
Q2 		– Sell
-1,132
Closed -$35.7K – 1890
2022
Q1 		$35.7K Buy
1,132
+382
+51% +$10.7K ﹤0.01% 1241
2021
Q4 		$18.4K Buy
+750
New +$19.2K ﹤0.01% 1472

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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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Koshinski Asset Management's UNM Position: Q2 2025 in Review

Koshinski Asset Management sold out of Unum (UNM) in Q2 2025, closing a stake of 2,820 shares — an estimated $230K sold.

Koshinski Asset Management first reported a position in UNM in Q4 2021 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 735 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • Koshinski Asset Management reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 2,820 Unum shares in Q2 2025, an estimated $230K.
  • Koshinski Asset Management first reported a position in Unum in Q4 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Unum position peaked at $230K in Q1 2025.
  • 735 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Koshinski Asset Management's 13F filing for Q2 2025, filed 29 Jul 2025.