KCM
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Kathmere Capital Management’s Unum UNM Stock Holding History

Kathmere Capital Management’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 		$274K Buy
+3,060
New +$254K 0.01% 546
2026
Q1 		– Sell
-2,857
Closed -$221K – 659
2025
Q4 		$221K Buy
+2,857
New +$218K 0.01% 499
2025
Q2 		– Sell
-2,496
Closed -$203K – 505
2025
Q1 		$203K Buy
+2,496
New +$192K 0.02% 414

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

Kathmere Capital Management's UNM Position: Q2 2026 in Review

Kathmere Capital Management opened a new position in Unum (UNM) in Q2 2026: 3,060 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Kathmere Capital Management previously reported a position in UNM as recently as Q4 2025.

Kathmere Capital Management first reported a position in UNM in Q1 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Kathmere Capital Management held 3,060 shares of Unum worth $274K as of Q2 2026.
  • Unum was a new Kathmere Capital Management position in Q2 2026.
  • Unum made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #546 holding.
  • Kathmere Capital Management first reported a position in Unum in Q1 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.