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Rise Advisors’s Unum UNM Stock Holding History

Rise 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
Q4 		– Sell
-333
Closed -$25.9K – 1353
2025
Q3 		$25.9K Sell
333
-5
-1% -$375 0.01% 442
2025
Q2 		$27.3K Buy
338
+16
+5% +$1.26K 0.01% 381
2025
Q1 		$26.3K Sell
322
-77
-19% -$5.94K 0.01% 369
2024
Q4 		$29.1K Buy
399
+2
+0.5% +$138 0.01% 402
2024
Q3 		$23.6K Buy
397
+3
+0.8% +$163 0.01% 575
2024
Q2 		$20.1K Sell
394
-420
-52% -$21.7K 0.01% 635
2024
Q1 		$43.7K Buy
814
+394
+94% +$19.2K 0.02% 252
2023
Q4 		$19K Buy
420
+4
+1% +$182 0.01% 254
2023
Q3 		$20.5K Buy
416
+3
+0.7% +$147 0.02% 231
2023
Q2 		$19.7K Buy
413
+3
+0.7% +$131 0.02% 240
2023
Q1 		$16.2K Buy
410
+3
+0.7% +$124 0.01% 283
2022
Q4 		$16.7K Buy
407
+3
+0.7% +$126 0.01% 268
2022
Q3 		$16K Buy
404
+4
+1% +$146 0.01% 278
2022
Q2 		$14K Buy
400
+3
+0.8% +$102 0.01% 288
2022
Q1 		$13K Buy
397
+4
+1% +$112 0.01% 302
2021
Q4 		$9.66K Buy
+393
New +$10.1K 0.01% 330

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Rise Advisors's UNM Position: Q4 2025 in Review

Rise Advisors sold out of Unum (UNM) in Q4 2025, closing a stake of 333 shares — an estimated $25.9K sold.

Rise Advisors first reported a position in UNM in Q4 2021 and held it in 16 quarters. The position peaked at $43.7K in Q1 2024. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Rise Advisors reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 333 Unum shares in Q4 2025, an estimated $25.9K.
  • Rise Advisors first reported a position in Unum in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Unum position peaked at $43.7K in Q1 2024.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.