LifeWealth Investments’s Unum UNM Stock Holding History

LifeWealth Investments’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	-3,861	Closed	-$315K	–	238
2025 Q1	$315K	Buy	+3,861	New	+$298K	0.07%	167

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

LifeWealth Investments's UNM Position: Q2 2025 in Review

LifeWealth Investments sold out of Unum (UNM) in Q2 2025, closing a stake of 3,861 shares — an estimated $315K sold.

LifeWealth Investments first reported a position in UNM in Q1 2025 and held it in 1 quarter. The position peaked at $315K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

LifeWealth Investments reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
LifeWealth Investments sold 3,861 Unum shares in Q2 2025, an estimated $315K.
LifeWealth Investments first reported a position in Unum in Q1 2025 and held it in 1 quarter.
LifeWealth Investments's Unum position peaked at $315K in Q1 2025.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.