Valley Wealth Managers’s Unum UNM Stock Holding History

Valley Wealth Managers’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 Q1	–	Sell	-40	Closed	-$2.92K	–	414
2024 Q4	$2.92K	Hold	40	–	–	﹤0.01%	332
2024 Q3	$2.38K	Hold	40	–	–	﹤0.01%	344
2024 Q2	$2.04K	Buy	+40	New	+$2.07K	﹤0.01%	341
2019 Q3	–	Sell	-9,452	Closed	-$317K	–	204
2019 Q2	$317K	Sell	9,452 -8,000	-46%	-$277K	0.03%	164
2019 Q1	$591K	Buy	+17,452	New	+$608K	0.06%	140

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 $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

Valley Wealth Managers's UNM Position: Q1 2025 in Review

Valley Wealth Managers sold out of Unum (UNM) in Q1 2025, closing a stake of 40 shares — an estimated $2.92K sold.

Valley Wealth Managers first reported a position in UNM in Q1 2019 and held it in 5 quarters. The position peaked at $591K in Q1 2019. 727 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Valley Wealth Managers reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Valley Wealth Managers sold 40 Unum shares in Q1 2025, an estimated $2.92K.
Valley Wealth Managers first reported a position in Unum in Q1 2019 and held it in 5 quarters.
Valley Wealth Managers's Unum position peaked at $591K in Q1 2019.
727 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.