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Unum shares owned by Pursuit Wealth Management

Quarter-by-quarter ownership of Unum (UNM) shares owned by Pursuit Wealth Management from 13F filings

Historical chart of Pursuit Wealth Management investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Pursuit Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Pursuit Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $630k 8.1k 77.50

More positions owned by Pursuit Wealth Management

First Tr Exchange-traded Wtr Etf (FIW)
American Centy Etf Tr Diversified Mu (TAXF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ea Series Trust Whitewolf Public (LBO)
American Centy Etf Tr Large Cap Equity (ACLC)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Intl Dev Strngth (FICS)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pursuit Wealth Management

Top funds holding Unum

Vanguard Group
BlackRock
FMR
First Trust Advisors
Charles Schwab Investment Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Allianz Asset Management
AQR Capital Management
Victory Capital Management
Bank of New York Mellon
Donald Smith & Co
Northern Trust

View all funds holding Unum