Stokes Family Office’s Unum UNM Stock Holding History

Stokes 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 Q1	–	Sell	-3,204	Closed	-$248K	–	319
2025 Q4	$248K	Buy	+3,204	New	+$245K	0.02%	269
2023 Q4	–	Sell	-10,016	Closed	-$493K	–	340
2023 Q3	$493K	Sell	10,016 -379	-4%	-$18.5K	0.06%	184
2023 Q2	$496K	Buy	10,395 +3,898	+60%	+$170K	0.06%	175
2023 Q1	$257K	Sell	6,497 -274	-4%	-$11.3K	0.03%	246
2022 Q4	$278K	Buy	6,771 +645	+11%	+$27K	0.04%	228
2022 Q3	$238K	Buy	+6,126	New	+$224K	0.03%	235

Other funds holding UNM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

Stokes Family Office's UNM Position: Q1 2026 in Review

Stokes Family Office sold out of Unum (UNM) in Q1 2026, closing a stake of 3,204 shares — an estimated $248K sold.

Stokes Family Office first reported a position in UNM in Q3 2022 and held it in 6 quarters. The position peaked at $496K in Q2 2023. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Stokes Family Office reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 3,204 Unum shares in Q1 2026, an estimated $248K.
Stokes Family Office first reported a position in Unum in Q3 2022 and held it in 6 quarters.
Stokes Family Office's Unum position peaked at $496K in Q2 2023.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.