CPC
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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
Q2 		$2.7M Buy
30,209
+782
+3% +$64.8K 0.36% 47
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
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

Consolidated Planning Corp's UNM Position: Q2 2026 in Review

Consolidated Planning Corp increased its Unum (UNM) stake by 2.7% in Q2 2026, buying an estimated $64.8K and bringing the position to 30,209 shares worth $2.7M. The position accounts for 0.36% of the portfolio, ranked #47.

Consolidated Planning Corp first reported a position in UNM in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.06M in Q2 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Consolidated Planning Corp held 30,209 shares of Unum worth $2.7M as of Q2 2026.
  • Consolidated Planning Corp bought 782 Unum shares in Q2 2026, an estimated $64.8K.
  • Unum made up 0.36% of Consolidated Planning Corp's portfolio in Q2 2026, its #47 holding.
  • Consolidated Planning Corp first reported a position in Unum in Q3 2023 and has held it in 10 quarters since.
  • Consolidated Planning Corp's Unum position peaked at $6.06M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.