Ruedi Wealth Management’s Unum UNM Stock Holding History

Ruedi 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 Q2	–	Sell	-2	Closed	-$163	–	302
2025 Q1	$163	Hold	2	–	–	﹤0.01%	328
2024 Q4	$146	Hold	2	–	–	﹤0.01%	330
2024 Q3	$119	Sell	2 -2	-50%	-$109	﹤0.01%	340
2024 Q2	$204	Buy	+4	New	+$207	﹤0.01%	456

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ruedi Wealth Management's UNM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Unum (UNM) in Q2 2025, closing a stake of 2 shares — an estimated $163 sold.

Ruedi Wealth Management first reported a position in UNM in Q2 2024 and held it in 4 quarters. The position peaked at $204 in Q2 2024. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

Ruedi Wealth Management reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 2 Unum shares in Q2 2025, an estimated $163.
Ruedi Wealth Management first reported a position in Unum in Q2 2024 and held it in 4 quarters.
Ruedi Wealth Management's Unum position peaked at $204 in Q2 2024.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.