VSM Wealth Advisory’s Unum UNM Stock Holding History

VSM Wealth Advisory’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	-210	Closed	-$17K	–	505
2025 Q2	$17K	Buy	+210	New	+$16.6K	0.01%	325

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VSM Wealth Advisory's UNM Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Unum (UNM) in Q3 2025, closing a stake of 210 shares — an estimated $17K sold.

VSM Wealth Advisory first reported a position in UNM in Q2 2025 and held it in 1 quarter. The position peaked at $17K in Q2 2025. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

VSM Wealth Advisory reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
VSM Wealth Advisory sold 210 Unum shares in Q3 2025, an estimated $17K.
VSM Wealth Advisory first reported a position in Unum in Q2 2025 and held it in 1 quarter.
VSM Wealth Advisory's Unum position peaked at $17K in Q2 2025.
674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.