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Abacus Planning Group’s Unum UNM Stock Holding History

Abacus Planning Group’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 		$1.79M Buy
19,979
+1
+0% +$83 0.22% 62
2026
Q1 		$1.46M Sell
19,978
-15
-0.1% -$1.12K 0.2% 66
2025
Q4 		$1.55M Hold
19,993
– – 0.21% 63
2025
Q3 		$1.56M Sell
19,993
-93
-0.5% -$6.97K 0.21% 61
2025
Q2 		$1.62M Sell
20,086
-61
-0.3% -$4.82K 0.24% 56
2025
Q1 		$1.64M Sell
20,147
-85
-0.4% -$6.55K 0.29% 50
2024
Q4 		$1.48M Hold
20,232
– – 0.26% 55
2024
Q3 		$1.2M Sell
20,232
-139
-0.7% -$7.55K 0.21% 65
2024
Q2 		$1.04M Buy
20,371
+154
+0.8% +$7.97K 0.2% 68
2024
Q1 		$1.08M Sell
20,217
-4,012
-17% -$196K 0.21% 65
2023
Q4 		$1.1M Sell
24,229
-219
-0.9% -$9.97K 0.23% 62
2023
Q3 		$1.2M Hold
24,448
– – 0.29% 51
2023
Q2 		$1.17M Hold
24,448
– – 0.28% 53
2023
Q1 		$967K Sell
24,448
-133
-0.5% -$5.49K 0.25% 64
2022
Q4 		$1.01M Sell
24,581
-196
-0.8% -$8.21K 0.28% 57
2022
Q3 		$961K Hold
24,777
– – 0.29% 57
2022
Q2 		$843K Sell
24,777
-21
-0.1% -$711 0.25% 68
2022
Q1 		$781K Hold
24,798
– – 0.21% 84
2021
Q4 		$609K Sell
24,798
-3,253
-12% -$83.3K 0.16% 96
2021
Q3 		$703K Buy
28,051
+786
+3% +$20.8K 0.22% 82
2021
Q2 		$774K Buy
27,265
+2,967
+12% +$87.2K 0.24% 77
2021
Q1 		$676K Hold
24,298
– – 0.22% 81
2020
Q4 		$557K Buy
24,298
+4,080
+20% +$84.4K 0.17% 91
2020
Q3 		$340K Buy
20,218
+548
+3% +$9.74K 0.12% 110
2020
Q2 		$326K Buy
+19,670
New +$310K 0.13% 109
2020
Q1 		– Sell
-14,838
Closed -$433K – 183
2019
Q4 		$433K Buy
+14,838
New +$432K 0.2% 92

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

Abacus Planning Group's UNM Position: Q2 2026 in Review

Abacus Planning Group increased its Unum (UNM) stake by 0.01% in Q2 2026, buying an estimated $83 and bringing the position to 19,979 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #62.

Abacus Planning Group first reported a position in UNM in Q4 2019 and has held it in 26 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Abacus Planning Group held 19,979 shares of Unum worth $1.79M as of Q2 2026.
  • Abacus Planning Group bought 1 Unum share in Q2 2026, an estimated $83.
  • Unum made up 0.22% of Abacus Planning Group's portfolio in Q2 2026, its #62 holding.
  • Abacus Planning Group first reported a position in Unum in Q4 2019 and has held it in 26 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.