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Prossimo Advisors’s Unum UNM Stock Holding History

Prossimo Advisors’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
Q3 		– Sell
-6,205
Closed -$501K – 120
2025
Q2 		$501K Sell
6,205
-133
-2% -$10.5K 0.4% 70
2025
Q1 		$516K Buy
6,338
+329
+5% +$25.4K 0.39% 81
2024
Q4 		$439K Buy
6,009
+14
+0.2% +$965 0.32% 95
2024
Q3 		$356K Buy
5,995
+25
+0.4% +$1.36K 0.26% 108
2024
Q2 		$305K Sell
5,970
-80
-1% -$4.14K 0.28% 106
2024
Q1 		$325K Buy
6,050
+570
+10% +$27.8K 0.63% 43
2023
Q4 		$248K Buy
5,480
+540
+11% +$24.6K 0.53% 53
2023
Q3 		$243K Sell
4,940
-50
-1% -$2.44K 0.57% 49
2023
Q2 		$238K Buy
+4,990
New +$218K 0.23% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prossimo Advisors's UNM Position: Q3 2025 in Review

Prossimo Advisors sold out of Unum (UNM) in Q3 2025, closing a stake of 6,205 shares — an estimated $501K sold.

Prossimo Advisors first reported a position in UNM in Q2 2023 and held it in 9 quarters. The position peaked at $516K in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Prossimo Advisors reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 6,205 Unum shares in Q3 2025, an estimated $501K.
  • Prossimo Advisors first reported a position in Unum in Q2 2023 and held it in 9 quarters.
  • Prossimo Advisors's Unum position peaked at $516K in Q1 2025.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.