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Callan Capital’s Unum UNM Stock Holding History

Callan Capital’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 		$801K Buy
9,831
+770
+8% +$59.4K 0.06% 141
2024
Q4 		$662K Buy
9,061
+996
+12% +$68.7K 0.05% 144
2024
Q3 		$479K Buy
8,065
+2,104
+35% +$114K 0.03% 182
2024
Q2 		$305K Buy
5,961
+1,549
+35% +$80.1K 0.03% 235
2024
Q1 		$237K Buy
+4,412
New +$215K 0.02% 248

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Capital's UNM Position: Q1 2025 in Review

Callan Capital increased its Unum (UNM) stake by 8.5% in Q1 2025, buying an estimated $59.4K and bringing the position to 9,831 shares worth $801K. The position accounts for 0.06% of the portfolio, ranked #141.

Callan Capital first reported a position in UNM in Q1 2024 and has held it in 5 quarters since. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Callan Capital held 9,831 shares of Unum worth $801K as of Q1 2025.
  • Callan Capital bought 770 Unum shares in Q1 2025, an estimated $59.4K.
  • Unum made up 0.06% of Callan Capital's portfolio in Q1 2025, its #141 holding.
  • Callan Capital first reported a position in Unum in Q1 2024 and has held it in 5 quarters since.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.