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Robertson Stephens Wealth Management’s Unum UNM Stock Holding History

Robertson Stephens 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
Q3 		– Sell
-2,954
Closed -$239K – 577
2025
Q2 		$239K Sell
2,954
-202
-6% -$16K 0.01% 501
2025
Q1 		$257K Sell
3,156
-32
-1% -$2.47K 0.01% 478
2024
Q4 		$233K Buy
+3,188
New +$220K 0.01% 520

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

Robertson Stephens Wealth Management's UNM Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Unum (UNM) in Q3 2025, closing a stake of 2,954 shares — an estimated $239K sold.

Robertson Stephens Wealth Management first reported a position in UNM in Q4 2024 and held it in 3 quarters. The position peaked at $257K in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,954 Unum shares in Q3 2025, an estimated $239K.
  • Robertson Stephens Wealth Management first reported a position in Unum in Q4 2024 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Unum position peaked at $257K in Q1 2025.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.