Cobblestone Capital Advisors’s Unum UNM Stock Holding History

Cobblestone 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	$345K	Hold	4,436	–	–	0.02%	242
2025 Q2	$358K	Hold	4,436	–	–	0.02%	229
2025 Q1	$361K	Sell	4,436 -32	-0.7%	-$2.47K	0.02%	226
2024 Q4	$326K	Hold	4,468	–	–	0.02%	229
2024 Q3	$266K	Hold	4,468	–	–	0.01%	251
2024 Q2	$228K	Hold	4,468	–	–	0.01%	256
2024 Q1	$240K	Sell	4,468 -1,200	-21%	-$58.5K	0.02%	250
2023 Q4	$256K	Hold	5,668	–	–	0.02%	241
2023 Q3	$279K	Hold	5,668	–	–	0.02%	214
2023 Q2	$270K	Hold	5,668	–	–	0.02%	225
2023 Q1	$224K	Hold	5,668	–	–	0.02%	247
2022 Q4	$233K	Sell	5,668 -400	-7%	-$16.8K	0.02%	245
2022 Q3	$235K	Hold	6,068	–	–	0.02%	222
2022 Q2	$206K	Buy	+6,068	New	+$205K	0.02%	241

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Cobblestone Capital Advisors held its Unum (UNM) position steady in Q3 2025 at 4,436 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #242.

Cobblestone Capital Advisors first reported a position in UNM in Q2 2022 and has held it in 14 quarters since. The position peaked at $361K in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Cobblestone Capital Advisors held 4,436 shares of Unum worth $345K as of Q3 2025.
Cobblestone Capital Advisors left its Unum share count unchanged in Q3 2025.
Unum made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #242 holding.
Cobblestone Capital Advisors first reported a position in Unum in Q2 2022 and has held it in 14 quarters since.
Cobblestone Capital Advisors's Unum position peaked at $361K in Q1 2025.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.