VestGen Advisors’s Unum UNM Stock Holding History

VestGen Advisors’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	-24,151	Closed	-$1.97M	–	612
2025 Q1	$1.97M	Buy	+24,151	New	+$1.86M	0.09%	204

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

VestGen Advisors's UNM Position: Q2 2025 in Review

VestGen Advisors sold out of Unum (UNM) in Q2 2025, closing a stake of 24,151 shares — an estimated $1.97M sold.

VestGen Advisors first reported a position in UNM in Q1 2025 and held it in 1 quarter. The position peaked at $1.97M in Q1 2025. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

VestGen Advisors reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
VestGen Advisors sold 24,151 Unum shares in Q2 2025, an estimated $1.97M.
VestGen Advisors first reported a position in Unum in Q1 2025 and held it in 1 quarter.
VestGen Advisors's Unum position peaked at $1.97M in Q1 2025.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on VestGen Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.