NCM
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Northwest Capital Management’s Unum UNM Stock Holding History

Northwest Capital 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
-290
Closed -$23.4K – 341
2025
Q2 		$23.4K Hold
290
– – 0.01% 213
2025
Q1 		$23.6K Hold
290
– – 0.01% 240
2024
Q4 		$21.2K Hold
290
– – 0.01% 244
2024
Q3 		$17.2K Hold
290
– – 0.01% 275
2024
Q2 		$14.8K Hold
290
– – 0.01% 276
2024
Q1 		$15.6K Hold
290
– – 0.01% 333
2023
Q4 		$13.1K Hold
290
– – ﹤0.01% 346
2023
Q3 		$14.3K Hold
290
– – 0.01% 320
2023
Q2 		$13.8K Buy
+290
New +$12.7K 0.01% 335

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northwest Capital Management's UNM Position: Q3 2025 in Review

Northwest Capital Management sold out of Unum (UNM) in Q3 2025, closing a stake of 290 shares — an estimated $23.4K sold.

Northwest Capital Management first reported a position in UNM in Q2 2023 and held it in 9 quarters. The position peaked at $23.6K in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Northwest Capital Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 290 Unum shares in Q3 2025, an estimated $23.4K.
  • Northwest Capital Management first reported a position in Unum in Q2 2023 and held it in 9 quarters.
  • Northwest Capital Management's Unum position peaked at $23.6K in Q1 2025.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.