Polianta Ltd’s Unum UNM Stock Holding History

Polianta Ltd’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	-19,900	Closed	-$1.55M	–	111
2025 Q3	$1.55M	Buy	+19,900	New	+$1.49M	0.64%	26
2025 Q1	–	Sell	-17,000	Closed	-$1.24M	–	103
2024 Q4	$1.24M	Buy	+17,000	New	+$1.17M	0.59%	37
2024 Q3	–	Sell	-21,300	Closed	-$1.09M	–	91
2024 Q2	$1.09M	Sell	21,300 -600	-3%	-$31K	0.55%	35
2024 Q1	$1.18M	Buy	21,900 +1,600	+8%	+$78K	0.57%	41
2023 Q4	$917K	Sell	20,300 -1,500	-7%	-$68.3K	0.53%	51
2023 Q3	$1.07M	Sell	21,800 -100	-0.5%	-$4.89K	0.53%	26
2023 Q2	$1.04M	Buy	+21,900	New	+$955K	0.48%	54
2022 Q1	–	Sell	-50,900	Closed	-$1.25M	–	103
2021 Q4	$1.25M	Buy	50,900 +1,600	+3%	+$41K	0.54%	49
2021 Q3	$1.24M	Buy	49,300 +7,000	+17%	+$185K	0.57%	44
2021 Q2	$1.2M	Buy	+42,300	New	+$1.24M	0.62%	37

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

Polianta Ltd's UNM Position: Q4 2025 in Review

Polianta Ltd sold out of Unum (UNM) in Q4 2025, closing a stake of 19,900 shares — an estimated $1.55M sold.

Polianta Ltd first reported a position in UNM in Q2 2021 and held it in 10 quarters. The position peaked at $1.55M in Q3 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Polianta Ltd reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Polianta Ltd sold 19,900 Unum shares in Q4 2025, an estimated $1.55M.
Polianta Ltd first reported a position in Unum in Q2 2021 and held it in 10 quarters.
Polianta Ltd's Unum position peaked at $1.55M in Q3 2025.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Polianta Ltd's 13F filing for Q4 2025, filed 15 Jan 2026.