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Lifestyle Asset Management’s Unum UNM Stock Holding History

Lifestyle 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
Q4 		– Sell
-19,740
Closed -$1.54M – 149
2025
Q3 		$1.54M Buy
19,740
+3,957
+25% +$297K 0.52% 54
2025
Q2 		$1.27M Buy
15,783
+205
+1% +$16.2K 0.6% 36
2025
Q1 		$1.27M Sell
15,578
-3,321
-18% -$256K 0.7% 26
2024
Q4 		$1.38M Sell
18,899
-607
-3% -$41.8K 0.75% 23
2024
Q3 		$1.16M Buy
19,506
+649
+3% +$35.2K 0.64% 32
2024
Q2 		$964K Sell
18,857
-1,857
-9% -$96.1K 0.55% 42
2024
Q1 		$1.11M Buy
20,714
+360
+2% +$17.6K 0.66% 38
2023
Q4 		$920K Sell
20,354
-2,353
-10% -$107K 0.51% 49
2023
Q3 		$1.12M Sell
22,707
-72
-0.3% -$3.52K 0.68% 26
2023
Q2 		$1.09M Buy
22,779
+101
+0.4% +$4.41K 0.65% 26
2023
Q1 		$897K Buy
+22,678
New +$937K 0.6% 41

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

Lifestyle Asset Management's UNM Position: Q4 2025 in Review

Lifestyle Asset Management sold out of Unum (UNM) in Q4 2025, closing a stake of 19,740 shares — an estimated $1.54M sold.

Lifestyle Asset Management first reported a position in UNM in Q1 2023 and held it in 11 quarters. The position peaked at $1.54M in Q3 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Lifestyle Asset Management reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 19,740 Unum shares in Q4 2025, an estimated $1.54M.
  • Lifestyle Asset Management first reported a position in Unum in Q1 2023 and held it in 11 quarters.
  • Lifestyle Asset Management's Unum position peaked at $1.54M in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Lifestyle Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.