NRD
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Nebula Research & Development’s Unum UNM Stock Holding History

Nebula Research & Development’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
-4,437
Closed -$358K – 822
2025
Q2 		$358K Buy
+4,437
New +$350K 0.03% 737
2023
Q4 		– Sell
-7,565
Closed -$372K – 883
2023
Q3 		$372K Buy
+7,565
New +$370K 0.2% 205
2023
Q2 		– Sell
-5,116
Closed -$202K – 457
2023
Q1 		$202K Buy
+5,116
New +$211K 0.36% 176

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 $3.37T AUM 44.26% 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

Nebula Research & Development's UNM Position: Q3 2025 in Review

Nebula Research & Development sold out of Unum (UNM) in Q3 2025, closing a stake of 4,437 shares — an estimated $358K sold.

Nebula Research & Development first reported a position in UNM in Q1 2023 and held it in 3 quarters. The position peaked at $372K in Q3 2023. 673 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Nebula Research & Development reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 4,437 Unum shares in Q3 2025, an estimated $358K.
  • Nebula Research & Development first reported a position in Unum in Q1 2023 and held it in 3 quarters.
  • Nebula Research & Development's Unum position peaked at $372K in Q3 2023.
  • 673 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.