Quest 10 Wealth Builders’s Unum UNM Stock Holding History

Quest 10 Wealth Builders’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 Q1	–	Sell	-41	Closed	-$2.99K	–	821
2024 Q4	$2.99K	Buy	+41	New	+$2.83K	﹤0.01%	561

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quest 10 Wealth Builders's UNM Position: Q1 2025 in Review

Quest 10 Wealth Builders sold out of Unum (UNM) in Q1 2025, closing a stake of 41 shares — an estimated $2.99K sold.

Quest 10 Wealth Builders first reported a position in UNM in Q4 2024 and held it in 1 quarter. The position peaked at $2.99K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Quest 10 Wealth Builders reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Quest 10 Wealth Builders sold 41 Unum shares in Q1 2025, an estimated $2.99K.
Quest 10 Wealth Builders first reported a position in Unum in Q4 2024 and held it in 1 quarter.
Quest 10 Wealth Builders's Unum position peaked at $2.99K in Q4 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2025, filed 1 May 2025.