O
UNM icon

Ossiam’s Unum UNM Stock Holding History

Ossiam’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 		– Sell
-1,302
Closed -$101K – 693
2025
Q3 		$101K Sell
1,302
-567
-30% -$42.5K ﹤0.01% 634
2025
Q2 		$151K Sell
1,869
-572
-23% -$45.2K ﹤0.01% 560
2025
Q1 		$199K Sell
2,441
-720
-23% -$55.5K ﹤0.01% 505
2024
Q4 		$231K Sell
3,161
-665
-17% -$45.8K ﹤0.01% 517
2024
Q3 		$227K Sell
3,826
-745
-16% -$40.5K ﹤0.01% 527
2024
Q2 		$234K Sell
4,571
-5,091
-53% -$263K ﹤0.01% 526
2024
Q1 		$518K Sell
9,662
-9,835
-50% -$480K 0.01% 489
2023
Q4 		$882K Sell
19,497
-988
-5% -$45K 0.01% 380
2023
Q3 		$1.01M Buy
+20,485
New +$1M 0.02% 349
2023
Q1 		– Sell
-16,173
Closed -$664K – 740
2022
Q4 		$664K Buy
+16,173
New +$678K 0.02% 331
2021
Q2 		– Sell
-57,486
Closed -$1.6M – 491
2021
Q1 		$1.6M Buy
57,486
+44,474
+342% +$1.15M 0.05% 180
2020
Q4 		$298K Buy
+13,012
New +$269K 0.01% 299
2020
Q1 		– Sell
-3,841
Closed -$112K – 510
2019
Q4 		$112K Buy
3,841
+1,840
+92% +$53.5K 0.01% 381
2019
Q3 		$59K Buy
2,001
+584
+41% +$17.3K ﹤0.01% 411
2019
Q2 		$48K Sell
1,417
-72,016
-98% -$2.49M ﹤0.01% 430
2019
Q1 		$2.48M Buy
+73,433
New +$2.56M 0.21% 94

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Ossiam's UNM Position: Q4 2025 in Review

Ossiam sold out of Unum (UNM) in Q4 2025, closing a stake of 1,302 shares — an estimated $101K sold.

Ossiam first reported a position in UNM in Q1 2019 and held it in 16 quarters. The position peaked at $2.48M in Q1 2019. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Ossiam reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Ossiam sold 1,302 Unum shares in Q4 2025, an estimated $101K.
  • Ossiam first reported a position in Unum in Q1 2019 and held it in 16 quarters.
  • Ossiam's Unum position peaked at $2.48M in Q1 2019.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.