New Wave Wealth Advisors’s Unum UNM Stock Holding History

New Wave Wealth 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 Q1	–	Sell	-26	Closed	-$1.9K	–	642
2024 Q4	$1.9K	Buy	+26	New	+$1.79K	﹤0.01%	556

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Wave Wealth Advisors's UNM Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Unum (UNM) in Q1 2025, closing a stake of 26 shares — an estimated $1.9K sold.

New Wave Wealth Advisors first reported a position in UNM in Q4 2024 and held it in 1 quarter. The position peaked at $1.9K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

New Wave Wealth Advisors reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 26 Unum shares in Q1 2025, an estimated $1.9K.
New Wave Wealth Advisors first reported a position in Unum in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Unum position peaked at $1.9K in Q4 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.