Valeo Financial Advisors’s Unum UNM Stock Holding History

Valeo Financial 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
2026 Q2	$252K	Buy	+2,814	New	+$233K	0.01%	682
2026 Q1	–	Sell	-3,714	Closed	-$288K	–	887
2025 Q4	$288K	Buy	3,714 +169	+5%	+$12.9K	0.01%	639
2025 Q3	$276K	Sell	3,545 -17	-0.5%	-$1.27K	0.01%	637
2025 Q2	$288K	Sell	3,562 -8	-0.2%	-$632	0.01%	592
2025 Q1	$291K	Buy	3,570 +10	+0.3%	+$771	0.01%	539
2024 Q4	$260K	Sell	3,560 -1,332	-27%	-$91.8K	0.01%	588
2024 Q3	$291K	Sell	4,892 -390	-7%	-$21.2K	0.01%	538
2024 Q2	$270K	Buy	+5,282	New	+$273K	0.01%	533
2021 Q2	–	Sell	-2,446	Closed	-$68K	–	1752
2021 Q1	$68K	Hold	2,446	–	–	﹤0.01%	753
2020 Q4	$56K	Hold	2,446	–	–	﹤0.01%	737
2020 Q3	$41K	Buy	2,446 +2,008	+458%	+$35.7K	﹤0.01%	718
2020 Q2	$7K	Buy	+438	New	+$6.91K	﹤0.01%	1420
2019 Q2	–	Sell	-196	Closed	-$7K	–	1662
2019 Q1	$7K	Hold	196	–	–	﹤0.01%	1065
2018 Q4	$6K	Hold	196	–	–	﹤0.01%	1038
2018 Q3	$7K	Buy	196 +100	+104%	+$3.73K	﹤0.01%	1096
2018 Q2	$3K	Hold	96	–	–	﹤0.01%	1288
2018 Q1	$5K	Hold	96	–	–	﹤0.01%	1160
2017 Q4	$5K	Hold	96	–	–	﹤0.01%	1032
2017 Q3	$5K	Buy	+96	New	+$4.68K	﹤0.01%	885

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

Valeo Financial Advisors's UNM Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Unum (UNM) in Q2 2026: 2,814 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in UNM as recently as Q4 2025.

Valeo Financial Advisors first reported a position in UNM in Q3 2017 and has held it in 19 quarters since. The position peaked at $291K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Valeo Financial Advisors held 2,814 shares of Unum worth $252K as of Q2 2026.
Unum was a new Valeo Financial Advisors position in Q2 2026.
Unum made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #682 holding.
Valeo Financial Advisors first reported a position in Unum in Q3 2017 and has held it in 19 quarters since.
Valeo Financial Advisors's Unum position peaked at $291K in Q1 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.