CFO
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Callan Family Office’s Unum UNM Stock Holding History

Callan Family Office’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
2026
Q2 		$607K Sell
6,795
-133
-2% -$11K 0.01% 748
2026
Q1 		$506K Buy
6,928
+116
+2% +$8.66K 0.01% 767
2025
Q4 		$528K Buy
6,812
+422
+7% +$32.3K 0.01% 771
2025
Q3 		$497K Sell
6,390
-362
-5% -$27.1K 0.02% 537
2025
Q2 		$545K Buy
6,752
+2,048
+44% +$162K 0.02% 559
2025
Q1 		$383K Buy
4,704
+592
+14% +$45.6K 0.03% 381
2024
Q4 		$300K Buy
+4,112
New +$283K 0.02% 482

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Callan Family Office's UNM Position: Q2 2026 in Review

Callan Family Office reduced its Unum (UNM) stake by 1.9% in Q2 2026, selling an estimated $11K and leaving 6,795 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #748.

Callan Family Office first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Callan Family Office held 6,795 shares of Unum worth $607K as of Q2 2026.
  • Callan Family Office sold 133 Unum shares in Q2 2026, an estimated $11K.
  • Unum made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #748 holding.
  • Callan Family Office first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.