Pathway Financial Advisers’s Unum UNM Stock Holding History

Pathway Financial Advisers’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	-769	Closed	-$59.6K	–	337
2025 Q3	$59.6K	Buy	+769	New	+$57.6K	0.02%	219
2025 Q1	–	Sell	-996	Closed	-$72.7K	–	395
2024 Q4	$72.7K	Buy	996 +4	+0.4%	+$276	0.02%	210
2024 Q3	$59K	Buy	992 +3	+0.3%	+$163	0.03%	180
2024 Q2	$50.5K	Sell	989 -394	-28%	-$20.4K	0.02%	226
2024 Q1	$74.2K	Buy	1,383 +404	+41%	+$19.7K	0.03%	205
2023 Q4	$44.3K	Buy	979 +5	+0.5%	+$228	0.02%	234
2023 Q3	$47.9K	Buy	+974	New	+$47.6K	0.02%	226
2023 Q1	$38.2K	Buy	966 +5	+0.5%	+$206	0.02%	248
2022 Q4	$39.4K	Buy	+961	New	+$40.3K	0.02%	263

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

Pathway Financial Advisers's UNM Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Unum (UNM) in Q4 2025, closing a stake of 769 shares — an estimated $59.6K sold.

Pathway Financial Advisers first reported a position in UNM in Q4 2022 and held it in 9 quarters. The position peaked at $74.2K in Q1 2024. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Pathway Financial Advisers reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 769 Unum shares in Q4 2025, an estimated $59.6K.
Pathway Financial Advisers first reported a position in Unum in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Unum position peaked at $74.2K in Q1 2024.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.