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NDVR Inc’s Unum UNM Stock Holding History

NDVR Inc’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
Q4 		$270K Sell
3,488
-824
-19% -$63K 0.22% 66
2025
Q3 		$335K Sell
4,312
-214
-5% -$16K 0.28% 47
2025
Q2 		$366K Buy
4,526
+145
+3% +$11.5K 0.34% 36
2025
Q1 		$357K Sell
4,381
-167
-4% -$12.9K 0.36% 31
2024
Q4 		$332K Buy
4,548
+213
+5% +$14.7K 0.32% 39
2024
Q3 		$254K Buy
4,335
+12
+0.3% +$652 0.26% 63
2024
Q2 		$221K Sell
4,323
-262
-6% -$13.6K 0.23% 77
2024
Q1 		$246K Buy
+4,585
New +$224K 0.23% 67

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

NDVR Inc's UNM Position: Q4 2025 in Review

NDVR Inc reduced its Unum (UNM) stake by 19% in Q4 2025, selling an estimated $63K and leaving 3,488 shares worth $270K. The position accounts for 0.22% of the portfolio, ranked #66.

NDVR Inc first reported a position in UNM in Q1 2024 and has held it in 8 quarters since. The position peaked at $366K in Q2 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • NDVR Inc held 3,488 shares of Unum worth $270K as of Q4 2025.
  • NDVR Inc sold 824 Unum shares in Q4 2025, an estimated $63K.
  • Unum made up 0.22% of NDVR Inc's portfolio in Q4 2025, its #66 holding.
  • NDVR Inc first reported a position in Unum in Q1 2024 and has held it in 8 quarters since.
  • NDVR Inc's Unum position peaked at $366K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.