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Old North State Wealth Management’s Unum UNM Stock Holding History

Old North State Wealth 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
Q1 		– Sell
-4,519
Closed -$330K – 115
2024
Q4 		$330K Buy
4,519
+800
+22% +$55.2K 0.19% 85
2024
Q3 		$221K Buy
+3,719
New +$202K 0.12% 104

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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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Old North State Wealth Management's UNM Position: Q1 2025 in Review

Old North State Wealth Management sold out of Unum (UNM) in Q1 2025, closing a stake of 4,519 shares — an estimated $330K sold.

Old North State Wealth Management first reported a position in UNM in Q3 2024 and held it in 2 quarters. The position peaked at $330K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Old North State Wealth Management reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Old North State Wealth Management sold 4,519 Unum shares in Q1 2025, an estimated $330K.
  • Old North State Wealth Management first reported a position in Unum in Q3 2024 and held it in 2 quarters.
  • Old North State Wealth Management's Unum position peaked at $330K in Q4 2024.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Old North State Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.