Consolidated Planning Corp’s Unum UNM Stock Holding History

Consolidated Planning Corp’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	$2.15M	Sell	29,427 -31,625	-52%	-$2.36M	0.35%	54
2025 Q4	$4.73M	Buy	61,052 +5,481	+10%	+$419K	0.48%	66
2025 Q3	$4.32M	Sell	55,571 -19,519	-26%	-$1.46M	0.46%	73
2025 Q2	$6.06M	Buy	75,090 +4,135	+6%	+$327K	0.76%	41
2025 Q1	$5.78M	Buy	+70,955	New	+$5.47M	0.8%	40
2024 Q3	–	Sell	-8,382	Closed	-$428K	–	222
2024 Q2	$428K	Buy	8,382 +2,730	+48%	+$141K	0.07%	119
2024 Q1	$303K	Buy	5,652 +49	+0.9%	+$2.39K	0.05%	135
2023 Q4	$253K	Buy	5,603 +483	+9%	+$22K	0.05%	142
2023 Q3	$252K	Buy	+5,120	New	+$250K	0.06%	133

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

Consolidated Planning Corp's UNM Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Unum (UNM) stake by 52% in Q1 2026, selling an estimated $2.36M and leaving 29,427 shares worth $2.15M. The position accounts for 0.35% of the portfolio, ranked #54.

Consolidated Planning Corp first reported a position in UNM in Q3 2023 and has held it in 9 quarters since. The position peaked at $6.06M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Consolidated Planning Corp held 29,427 shares of Unum worth $2.15M as of Q1 2026.
Consolidated Planning Corp sold 31,625 Unum shares in Q1 2026, an estimated $2.36M.
Unum made up 0.35% of Consolidated Planning Corp's portfolio in Q1 2026, its #54 holding.
Consolidated Planning Corp first reported a position in Unum in Q3 2023 and has held it in 9 quarters since.
Consolidated Planning Corp's Unum position peaked at $6.06M in Q2 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.