LIS
UNM icon

Legacy Investment Solutions’s Unum UNM Stock Holding History

Legacy Investment Solutions’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 		$29.9K Buy
+370
New +$29.2K 0.02% 203
2024
Q4 		$28.5K Hold
370
– – 0.02% 173
2024
Q3 		$26.3K Buy
+370
New +$20.1K 0.02% 182

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Legacy Investment Solutions's UNM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Unum (UNM) in Q2 2025: 370 shares worth $29.9K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in UNM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in UNM in Q3 2024 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • Legacy Investment Solutions held 370 shares of Unum worth $29.9K as of Q2 2025.
  • Unum was a new Legacy Investment Solutions position in Q2 2025.
  • Unum made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #203 holding.
  • Legacy Investment Solutions first reported a position in Unum in Q3 2024 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.