MWM
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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Moran Wealth Management's UNM Position: Q3 2025 in Review

Moran Wealth Management sold out of Unum (UNM) in Q3 2025, closing a stake of 12,139 shares — an estimated $980K sold.

Moran Wealth Management first reported a position in UNM in Q4 2023 and held it in 7 quarters. The position peaked at $1.19M in Q4 2024. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Moran Wealth Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 12,139 Unum shares in Q3 2025, an estimated $980K.
  • Moran Wealth Management first reported a position in Unum in Q4 2023 and held it in 7 quarters.
  • Moran Wealth Management's Unum position peaked at $1.19M in Q4 2024.
  • 674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.