Orion Portfolio Solutions’s Unum UNM Stock Holding History

Orion Portfolio Solutions’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	$1.02M	Sell	12,467 -1,092	-8%	-$84.2K	0.01%	1082
2024 Q4	$990K	Buy	13,559 +4,450	+49%	+$307K	0.01%	1063
2024 Q3	$541K	Buy	9,109 +4,425	+94%	+$240K	0.01%	1308
2024 Q2	$239K	Buy	+4,684	New	+$242K	﹤0.01%	1558
2020 Q3	–	Sell	-962	Closed	-$16K	–	1955
2020 Q2	$16K	Buy	962 +813	+546%	+$12.8K	﹤0.01%	1029
2020 Q1	$2K	Sell	149 -239	-62%	-$5.75K	﹤0.01%	1635
2019 Q4	$11K	Buy	+388	New	+$11.3K	﹤0.01%	974

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

Orion Portfolio Solutions's UNM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Unum (UNM) stake by 8.1% in Q1 2025, selling an estimated $84.2K and leaving 12,467 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1082.

Orion Portfolio Solutions first reported a position in UNM in Q4 2019 and has held it in 7 quarters since. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Orion Portfolio Solutions held 12,467 shares of Unum worth $1.02M as of Q1 2025.
Orion Portfolio Solutions sold 1,092 Unum shares in Q1 2025, an estimated $84.2K.
Unum made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1082 holding.
Orion Portfolio Solutions first reported a position in Unum in Q4 2019 and has held it in 7 quarters since.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.