Trust Company of Vermont’s Unum UNM Stock Holding History

Trust Company of Vermont’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	$40.4K	Hold	521	–	–	﹤0.01%	608
2025 Q3	$40.5K	Hold	521	–	–	﹤0.01%	595
2025 Q2	$42.1K	Hold	521	–	–	﹤0.01%	569
2025 Q1	$42.4K	Sell	521 -50	-9%	-$3.85K	﹤0.01%	545
2024 Q4	$41.7K	Sell	571 -160	-22%	-$11K	﹤0.01%	554
2024 Q3	$43.5K	Buy	731 +729	+36,450%	+$39.6K	﹤0.01%	539
2024 Q2	$102	Hold	2	–	–	﹤0.01%	886
2024 Q1	$107	Hold	2	–	–	﹤0.01%	838
2023 Q4	$90	Hold	2	–	–	﹤0.01%	780
2023 Q3	$98	Hold	2	–	–	﹤0.01%	794
2023 Q2	$95	Hold	2	–	–	﹤0.01%	812
2023 Q1	$79	Hold	2	–	–	﹤0.01%	862
2022 Q4	$82	Hold	2	–	–	﹤0.01%	858
2022 Q3	$0	Buy	+2	New	+$73	﹤0.01%	1030
2021 Q1	–	Sell	-139	Closed	-$3K	–	792
2020 Q4	$3K	Buy	+139	New	+$2.87K	﹤0.01%	708
2019 Q1	–	Sell	-63	Closed	-$2K	–	1026
2018 Q4	$2K	Sell	63 -125	-66%	-$4.38K	﹤0.01%	940
2018 Q3	$7K	Hold	188	–	–	﹤0.01%	877
2018 Q2	$7K	Buy	+188	New	+$7.84K	﹤0.01%	897
2015 Q4	–	Sell	-1,699	Closed	-$55K	–	822
2015 Q3	$55K	Buy	1,699 +143	+9%	+$4.93K	0.01%	382
2015 Q2	$56K	Hold	1,556	–	–	0.01%	389
2015 Q1	$52K	Buy	+1,556	New	+$51.6K	0.01%	392

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

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

Trust Company of Vermont's UNM Position: Q4 2025 in Review

Trust Company of Vermont held its Unum (UNM) position steady in Q4 2025 at 521 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Trust Company of Vermont first reported a position in UNM in Q1 2015 and has held it in 21 quarters since. The position peaked at $56K in Q2 2015. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Trust Company of Vermont held 521 shares of Unum worth $40.4K as of Q4 2025.
Trust Company of Vermont left its Unum share count unchanged in Q4 2025.
Unum made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #608 holding.
Trust Company of Vermont first reported a position in Unum in Q1 2015 and has held it in 21 quarters since.
Trust Company of Vermont's Unum position peaked at $56K in Q2 2015.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.