MWM
UNM icon

Moran Wealth Management’s Unum UNM Stock Holding History

Moran 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
Q3 		– Sell
-12,139
Closed -$980K – 538
2025
Q2 		$980K Sell
12,139
-2,303
-16% -$182K 0.03% 329
2025
Q1 		$1.18M Sell
14,442
-1,817
-11% -$140K 0.04% 299
2024
Q4 		$1.19M Buy
16,259
+3,349
+26% +$231K 0.04% 286
2024
Q3 		$767K Sell
12,910
-164
-1% -$8.91K 0.02% 323
2024
Q2 		$668K Buy
13,074
+1,285
+11% +$66.5K 0.02% 315
2024
Q1 		$633K Buy
11,789
+931
+9% +$45.4K 0.02% 318
2023
Q4 		$491K Buy
+10,858
New +$495K 0.02% 339

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return