CPG
UNM icon

Cornerstone Planning Group’s Unum UNM Stock Holding History

Cornerstone 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 		$2.11K Hold
24
– – ﹤0.01% 1317
2026
Q1 		$1.94K Buy
+24
New +$1.79K ﹤0.01% 1308
2025
Q4 		– Sell
-2,422
Closed -$89K – 1841
2025
Q3 		$89K Buy
2,422
+2,403
+12,647% +$180K 0.01% 224
2025
Q2 		$1.33K Buy
19
+13
+217% +$1.03K ﹤0.01% 1047
2025
Q1 		$472 Buy
+6
New +$463 ﹤0.01% 1321
2024
Q2 		– Sell
-10
Closed -$517 – 1343
2024
Q1 		$517 Buy
+10
New +$488 ﹤0.01% 932

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Cornerstone Planning Group held its Unum (UNM) position steady in Q2 2026 at 24 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Cornerstone Planning Group first reported a position in UNM in Q1 2024 and has held it in 6 quarters since. The position peaked at $89K in Q3 2025. 389 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Cornerstone Planning Group held 24 shares of Unum worth $2.11K as of Q2 2026.
  • Cornerstone Planning Group left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1317 holding.
  • Cornerstone Planning Group first reported a position in Unum in Q1 2024 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Unum position peaked at $89K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.