Pursuit Wealth Management’s Unum UNM Stock Holding History

Pursuit 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 Q4	$630K	Buy	+8,131	New	+$622K	0.54%	67

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

Pursuit Wealth Management's UNM Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Unum (UNM) in Q4 2025: 8,131 shares worth $630K. The stake represents 0.54% of the portfolio and ranks #67 among its holdings.

697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Pursuit Wealth Management held 8,131 shares of Unum worth $630K as of Q4 2025.
Unum was a new Pursuit Wealth Management position in Q4 2025.
Unum made up 0.54% of Pursuit Wealth Management's portfolio in Q4 2025, its #67 holding.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.