LNWWM
UNM icon

Laird Norton Wetherby Wealth Management’s Unum UNM Stock Holding History

Laird Norton Wetherby 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 		$1.07M Buy
13,709
+165
+1% +$12.4K 0.04% 363
2025
Q2 		$1.09M Buy
+13,544
New +$1.07M 0.05% 334
2024
Q4 		$535K Sell
7,320
-252
-3% -$17.4K 0.03% 504
2024
Q3 		$450K Sell
7,572
-34
-0.4% -$1.85K 0.02% 598
2024
Q2 		$389K Sell
7,606
-219
-3% -$11.3K 0.02% 617
2024
Q1 		$420K Sell
7,825
-1,626
-17% -$79.3K 0.02% 621
2023
Q4 		$427K Sell
9,451
-302
-3% -$13.8K 0.02% 598
2023
Q3 		$480K Buy
9,753
+16
+0.2% +$782 0.03% 537
2023
Q2 		$464K Buy
9,737
+300
+3% +$13.1K 0.03% 563
2023
Q1 		$373K Buy
9,437
+208
+2% +$8.59K 0.02% 628
2022
Q4 		$379K Buy
9,229
+339
+4% +$14.2K 0.02% 605
2022
Q3 		$345K Buy
8,890
+579
+7% +$21.2K 0.02% 608
2022
Q2 		$283K Buy
8,311
+92
+1% +$3.11K 0.02% 705
2022
Q1 		$259K Buy
8,219
+11
+0.1% +$307 0.01% 760
2021
Q4 		$202K Buy
8,208
+117
+1% +$3K 0.01% 867
2021
Q3 		$203K Sell
8,091
-484
-6% -$12.8K 0.01% 857
2021
Q2 		$244K Buy
8,575
+177
+2% +$5.2K 0.01% 791
2021
Q1 		$234K Buy
+8,398
New +$218K 0.02% 699
2018
Q2 		– Sell
-4,215
Closed -$201K – 667
2018
Q1 		$201K Buy
4,215
+44
+1% +$2.3K 0.03% 609
2017
Q4 		$229K Buy
4,171
+41
+1% +$2.2K 0.03% 551
2017
Q3 		$211K Buy
+4,130
New +$201K 0.03% 552

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's UNM Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Unum (UNM) stake by 1.2% in Q3 2025, buying an estimated $12.4K and bringing the position to 13,709 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #363.

Laird Norton Wetherby Wealth Management first reported a position in UNM in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.09M in Q2 2025. 673 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 13,709 shares of Unum worth $1.07M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 165 Unum shares in Q3 2025, an estimated $12.4K.
  • Unum made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #363 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Unum in Q3 2017 and has held it in 21 quarters since.
  • Laird Norton Wetherby Wealth Management's Unum position peaked at $1.09M in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.