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Westover Capital Advisors’s Unum UNM Stock Holding History

Westover Capital 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
Q3 		– Sell
-14,033
Closed -$1.13M – 238
2025
Q2 		$1.13M Sell
14,033
-9
-0.1% -$711 0.23% 87
2025
Q1 		$1.14M Sell
14,042
-476
-3% -$36.7K 0.25% 90
2024
Q4 		$1.06M Sell
14,518
-111
-0.8% -$7.65K 0.23% 89
2024
Q3 		$870K Buy
14,629
+4,642
+46% +$252K 0.17% 104
2024
Q2 		$510K Sell
9,987
-260
-3% -$13.5K 0.13% 127
2024
Q1 		$550K Sell
10,247
-2,453
-19% -$120K 0.16% 107
2023
Q4 		$574K Buy
12,700
+7,359
+138% +$335K 0.19% 95
2023
Q3 		$263K Sell
5,341
-202
-4% -$9.88K 0.1% 150
2023
Q2 		$264K Buy
+5,543
New +$242K 0.09% 151

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Westover Capital Advisors's UNM Position: Q3 2025 in Review

Westover Capital Advisors sold out of Unum (UNM) in Q3 2025, closing a stake of 14,033 shares — an estimated $1.13M sold.

Westover Capital Advisors first reported a position in UNM in Q2 2023 and held it in 9 quarters. The position peaked at $1.14M in Q1 2025. 673 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Westover Capital Advisors reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 14,033 Unum shares in Q3 2025, an estimated $1.13M.
  • Westover Capital Advisors first reported a position in Unum in Q2 2023 and held it in 9 quarters.
  • Westover Capital Advisors's Unum position peaked at $1.14M in Q1 2025.
  • 673 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.