Csenge Advisory Group’s Unum UNM Stock Holding History

Csenge Advisory 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	$466K	Buy	5,214 +16	+0.3%	+$1.33K	0.02%	484
2026 Q1	$380K	Sell	5,198 -264	-5%	-$19.7K	0.02%	502
2025 Q4	$423K	Sell	5,462 -13	-0.2%	-$994	0.02%	476
2025 Q3	$426K	Sell	5,475 -773	-12%	-$57.9K	0.02%	459
2025 Q2	$511K	Sell	6,248 -216	-3%	-$17.1K	0.03%	424
2025 Q1	$490K	Sell	6,464 -22	-0.3%	-$1.7K	0.03%	399
2024 Q4	$474K	Sell	6,486 -1,677	-21%	-$116K	0.03%	437
2024 Q3	$512K	Sell	8,163 -2,227	-21%	-$121K	0.03%	413
2024 Q2	$531K	Sell	10,390 -1,878	-15%	-$97.2K	0.03%	388
2024 Q1	$658K	Buy	12,268 +105	+0.9%	+$5.12K	0.04%	359
2023 Q4	$550K	Sell	12,163 -1,763	-13%	-$80.3K	0.03%	379
2023 Q3	$685K	Buy	13,926 +3,335	+31%	+$163K	0.05%	293
2023 Q2	$505K	Buy	10,591 +5,300	+100%	+$231K	0.03%	371
2023 Q1	$209K	Buy	+5,291	New	+$219K	0.02%	548
2018 Q4	–	Sell	-4,871	Closed	-$180K	–	1418
2018 Q3	$180K	Buy	+4,871	New	+$182K	0.07%	175

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 $3.37T AUM 44.26% 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

Csenge Advisory Group's UNM Position: Q2 2026 in Review

Csenge Advisory Group increased its Unum (UNM) stake by 0.31% in Q2 2026, buying an estimated $1.33K and bringing the position to 5,214 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #484.

Csenge Advisory Group first reported a position in UNM in Q3 2018 and has held it in 15 quarters since. The position peaked at $685K in Q3 2023. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Csenge Advisory Group held 5,214 shares of Unum worth $466K as of Q2 2026.
Csenge Advisory Group bought 16 Unum shares in Q2 2026, an estimated $1.33K.
Unum made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #484 holding.
Csenge Advisory Group first reported a position in Unum in Q3 2018 and has held it in 15 quarters since.
Csenge Advisory Group's Unum position peaked at $685K in Q3 2023.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.