Modern Wealth Management’s Unum UNM Stock Holding History

Modern 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 Q2	–	Sell	-2,494	Closed	-$203K	–	812
2025 Q1	$203K	Buy	+2,494	New	+$192K	0.01%	644

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

Modern Wealth Management's UNM Position: Q2 2025 in Review

Modern Wealth Management sold out of Unum (UNM) in Q2 2025, closing a stake of 2,494 shares — an estimated $203K sold.

Modern Wealth Management first reported a position in UNM in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Modern Wealth Management reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
Modern Wealth Management sold 2,494 Unum shares in Q2 2025, an estimated $203K.
Modern Wealth Management first reported a position in Unum in Q1 2025 and held it in 1 quarter.
Modern Wealth Management's Unum position peaked at $203K in Q1 2025.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.