CVA Family Office’s Unum UNM Stock Holding History

CVA 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	$128K	Buy	1,430 +51	+4%	+$4.23K	0.01%	427
2026 Q1	$101K	Buy	1,379 +289	+27%	+$21.6K	0.01%	453
2025 Q4	$84.5K	Hold	1,090	–	–	0.01%	454
2025 Q3	$84.8K	Sell	1,090 -7	-0.6%	-$525	0.01%	449
2025 Q2	$88.6K	Hold	1,097	–	–	0.01%	424
2025 Q1	$89.4K	Buy	1,097 +7	+0.6%	+$540	0.01%	412
2024 Q4	$79.6K	Hold	1,090	–	–	0.01%	432
2024 Q3	$64.8K	Hold	1,090	–	–	0.01%	455
2024 Q2	$55.7K	Buy	1,090 +15	+1%	+$776	0.01%	474
2024 Q1	$57.7K	Hold	1,075	–	–	0.01%	465
2023 Q4	$48.6K	Buy	+1,075	New	+$49K	0.01%	486
2023 Q3	–	Sell	-1,075	Closed	-$51.3K	–	904
2023 Q2	$51.3K	Buy	1,075 +295	+38%	+$12.9K	0.01%	444
2023 Q1	$30.9K	Hold	780	–	–	0.01%	521
2022 Q4	$32K	Hold	780	–	–	0.01%	482
2022 Q3	$30K	Hold	780	–	–	0.01%	467
2022 Q2	$27K	Hold	780	–	–	0.01%	485
2022 Q1	$25K	Hold	780	–	–	0.01%	522
2021 Q4	$19K	Buy	+780	New	+$20K	﹤0.01%	537

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

CVA Family Office increased its Unum (UNM) stake by 3.7% in Q2 2026, buying an estimated $4.23K and bringing the position to 1,430 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #427.

CVA Family Office first reported a position in UNM in Q4 2021 and has held it in 18 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

CVA Family Office held 1,430 shares of Unum worth $128K as of Q2 2026.
CVA Family Office bought 51 Unum shares in Q2 2026, an estimated $4.23K.
Unum made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #427 holding.
CVA Family Office first reported a position in Unum in Q4 2021 and has held it in 18 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.