HHCP
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Hilton Head Capital Partners’s Unum UNM Stock Holding History

Hilton Head Capital Partners’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 		$21.2K Buy
237
+2
+0.9% +$166 0.01% 462
2026
Q1 		$17.2K Buy
235
+1
+0.4% +$75 0.01% 507
2025
Q4 		$18.1K Buy
+234
New +$17.9K 0.01% 487

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Vanguard Portfolio Management
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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

Hilton Head Capital Partners's UNM Position: Q2 2026 in Review

Hilton Head Capital Partners increased its Unum (UNM) stake by 0.85% in Q2 2026, buying an estimated $166 and bringing the position to 237 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #462.

Hilton Head Capital Partners first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Hilton Head Capital Partners held 237 shares of Unum worth $21.2K as of Q2 2026.
  • Hilton Head Capital Partners bought 2 Unum shares in Q2 2026, an estimated $166.
  • Unum made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #462 holding.
  • Hilton Head Capital Partners first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.