Tortoise Investment Management’s Unum UNM Stock Holding History

Tortoise Investment 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	–	Sell	-1	Closed	-$78	–	1379
2025 Q3	$78	Sell	1 -22	-96%	-$1.65K	﹤0.01%	1425
2025 Q2	$1.86K	Buy	+23	New	+$1.82K	﹤0.01%	822

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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 $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's UNM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Unum (UNM) in Q4 2025, closing a stake of 1 share — an estimated $78 sold.

Tortoise Investment Management first reported a position in UNM in Q2 2025 and held it in 2 quarters. The position peaked at $1.86K in Q2 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Tortoise Investment Management reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1 Unum share in Q4 2025, an estimated $78.
Tortoise Investment Management first reported a position in Unum in Q2 2025 and held it in 2 quarters.
Tortoise Investment Management's Unum position peaked at $1.86K in Q2 2025.
698 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.