TrueMark Investments’s Unum UNM Stock Holding History

TrueMark Investments’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	-62,694	Closed	-$5.06M	–	232
2025 Q2	$5.06M	Buy	+62,694	New	+$4.95M	1.09%	23

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TrueMark Investments's UNM Position: Q3 2025 in Review

TrueMark Investments sold out of Unum (UNM) in Q3 2025, closing a stake of 62,694 shares — an estimated $5.06M sold.

TrueMark Investments first reported a position in UNM in Q2 2025 and held it in 1 quarter. The position peaked at $5.06M in Q2 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

TrueMark Investments reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
TrueMark Investments sold 62,694 Unum shares in Q3 2025, an estimated $5.06M.
TrueMark Investments first reported a position in Unum in Q2 2025 and held it in 1 quarter.
TrueMark Investments's Unum position peaked at $5.06M in Q2 2025.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on TrueMark Investments's 13F filing for Q3 2025, filed 30 Oct 2025.