My Legacy Advisors’s Unum UNM Stock Holding History

My Legacy Advisors’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	$612K	Sell	7,606 -100	-1%	-$7.9K	0.22%	128
2025 Q1	$628K	Buy	7,706 +304	+4%	+$23.4K	0.24%	121
2024 Q4	$543K	Sell	7,402 -128	-2%	-$8.82K	0.21%	126
2024 Q3	$448K	Sell	7,530 -1,720	-19%	-$93.4K	0.18%	139
2024 Q2	$473K	Buy	9,250 +235	+3%	+$12.2K	0.15%	149
2024 Q1	$484K	Buy	9,015 +255	+3%	+$12.4K	0.16%	152
2023 Q4	$396K	Sell	8,760 -70	-0.8%	-$3.19K	0.14%	163
2023 Q3	$445K	Buy	8,830 +1,190	+16%	+$58.2K	0.18%	150
2023 Q2	$363K	Buy	+7,640	New	+$333K	0.14%	170

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

My Legacy Advisors's UNM Position: Q2 2025 in Review

My Legacy Advisors reduced its Unum (UNM) stake by 1.3% in Q2 2025, selling an estimated $7.9K and leaving 7,606 shares worth $612K. The position accounts for 0.22% of the portfolio, ranked #128.

My Legacy Advisors first reported a position in UNM in Q2 2023 and has held it in 9 quarters since. The position peaked at $628K in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

My Legacy Advisors held 7,606 shares of Unum worth $612K as of Q2 2025.
My Legacy Advisors sold 100 Unum shares in Q2 2025, an estimated $7.9K.
Unum made up 0.22% of My Legacy Advisors's portfolio in Q2 2025, its #128 holding.
My Legacy Advisors first reported a position in Unum in Q2 2023 and has held it in 9 quarters since.
My Legacy Advisors's Unum position peaked at $628K in Q1 2025.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.