Creative Financial Designs’s Unum UNM Stock Holding History

Creative Financial Designs’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	$447	Hold	5	–	–	﹤0.01%	2145
2026 Q1	$365	Buy	+5	New	+$373	﹤0.01%	2026

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Financial Designs's UNM Position: Q2 2026 in Review

Creative Financial Designs held its Unum (UNM) position steady in Q2 2026 at 5 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Creative Financial Designs first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Creative Financial Designs held 5 shares of Unum worth $447 as of Q2 2026.
Creative Financial Designs left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2145 holding.
Creative Financial Designs first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.