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Crestwood Advisors Group’s Unum UNM Stock Holding History

Crestwood Advisors 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 		$296K Buy
3,311
+486
+17% +$40.3K ﹤0.01% 688
2026
Q1 		$206K Buy
2,825
+43
+2% +$3.21K ﹤0.01% 726
2025
Q4 		$216K Buy
+2,782
New +$213K ﹤0.01% 639
2017
Q2 		– Sell
-3,200
Closed -$149K – 407
2017
Q1 		$149K Buy
+3,200
New +$150K 0.01% 161

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

Crestwood Advisors Group's UNM Position: Q2 2026 in Review

Crestwood Advisors Group increased its Unum (UNM) stake by 17% in Q2 2026, buying an estimated $40.3K and bringing the position to 3,311 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Crestwood Advisors Group first reported a position in UNM in Q1 2017 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Crestwood Advisors Group held 3,311 shares of Unum worth $296K as of Q2 2026.
  • Crestwood Advisors Group bought 486 Unum shares in Q2 2026, an estimated $40.3K.
  • Unum made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #688 holding.
  • Crestwood Advisors Group first reported a position in Unum in Q1 2017 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.