Montag & Associates’s Unum UNM Stock Holding History

Montag & Associates’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	-3,410	Closed	-$278K	–	1023
2025 Q1	$278K	Hold	3,410	–	–	0.01%	378
2024 Q4	$249K	Buy	+3,410	New	+$235K	0.01%	399

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

Montag & Associates's UNM Position: Q2 2025 in Review

Montag & Associates sold out of Unum (UNM) in Q2 2025, closing a stake of 3,410 shares — an estimated $278K sold.

Montag & Associates first reported a position in UNM in Q4 2024 and held it in 2 quarters. The position peaked at $278K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Montag & Associates reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
Montag & Associates sold 3,410 Unum shares in Q2 2025, an estimated $278K.
Montag & Associates first reported a position in Unum in Q4 2024 and held it in 2 quarters.
Montag & Associates's Unum position peaked at $278K in Q1 2025.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.