PWM
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Parkworth Wealth Management’s Unum UNM Stock Holding History

Parkworth 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
Q2 		$969 Buy
12
+4
+50% +$316 ﹤0.01% 423
2025
Q1 		$652 Hold
8
– – ﹤0.01% 353
2024
Q4 		$584 Buy
+8
New +$552 ﹤0.01% 390

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Parkworth Wealth Management's UNM Position: Q2 2025 in Review

Parkworth Wealth Management increased its Unum (UNM) stake by 50% in Q2 2025, buying an estimated $316 and bringing the position to 12 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Parkworth Wealth Management first reported a position in UNM in Q4 2024 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • Parkworth Wealth Management held 12 shares of Unum worth $969 as of Q2 2025.
  • Parkworth Wealth Management bought 4 Unum shares in Q2 2025, an estimated $316.
  • Unum made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #423 holding.
  • Parkworth Wealth Management first reported a position in Unum in Q4 2024 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.