ORG Partners’s Unum UNM Stock Holding History

ORG Partners’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	$3.41K	Buy	+44	New	+$3.37K	﹤0.01%	1336
2025 Q3	–	Sell	-29	Closed	-$2.38K	–	1675
2025 Q2	$2.38K	Buy	+29	New	+$2.29K	﹤0.01%	1196

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

ORG Partners's UNM Position: Q4 2025 in Review

ORG Partners opened a new position in Unum (UNM) in Q4 2025: 44 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings. This is a return to the name: ORG Partners previously reported a position in UNM as recently as Q2 2025.

ORG Partners first reported a position in UNM in Q2 2025 and has held it in 2 quarters since. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

ORG Partners held 44 shares of Unum worth $3.41K as of Q4 2025.
Unum was a new ORG Partners position in Q4 2025.
Unum made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1336 holding.
ORG Partners first reported a position in Unum in Q2 2025 and has held it in 2 quarters since.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.