Consolidated Planning Corp
UNM icon

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
Q3 		– Sell
-30,209
Closed -$2.7M – 199
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Consolidated Planning Corp's UNM Position: Q3 2026 in Review

Consolidated Planning Corp sold out of Unum (UNM) in Q3 2026, closing a stake of 30,209 shares — an estimated $2.7M sold.

Consolidated Planning Corp first reported a position in UNM in Q3 2023 and held it in 10 quarters. The position peaked at $6.06M in Q2 2025. 443 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Consolidated Planning Corp reported no remaining Unum position as of Q3 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 30,209 Unum shares in Q3 2026, an estimated $2.7M.
  • Consolidated Planning Corp first reported a position in Unum in Q3 2023 and held it in 10 quarters.
  • Consolidated Planning Corp's Unum position peaked at $6.06M in Q2 2025.
  • 443 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.