Keel Point’s Unum UNM Stock Holding History

Keel Point’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	$781K	Sell	8,740 -2,219	-20%	-$184K	0.05%	214
2026 Q1	$800K	Sell	10,959 -193	-2%	-$14.4K	0.05%	199
2025 Q4	$864K	Sell	11,152 -100	-0.9%	-$7.65K	0.05%	206
2025 Q3	$875K	Sell	11,252 -2,165	-16%	-$162K	0.05%	204
2025 Q2	$1.08M	Buy	+13,417	New	+$1.06M	0.07%	166
2020 Q1	–	Sell	-7,043	Closed	-$205K	–	201
2019 Q4	$205K	Buy	7,043 +6	+0.1%	+$175	0.02%	188
2019 Q3	$209K	Sell	7,037 -210	-3%	-$6.24K	0.03%	176
2019 Q2	$243K	Hold	7,247	–	–	0.03%	171
2019 Q1	$245K	Sell	7,247 -4	-0.1%	-$139	0.03%	171
2018 Q4	$213K	Buy	7,251 +78	+1%	+$2.73K	0.03%	188
2018 Q3	$280K	Buy	7,173 +285	+4%	+$10.6K	0.03%	148
2018 Q2	$255K	Hold	6,888	–	–	0.03%	142
2018 Q1	$328K	Hold	6,888	–	–	0.04%	122
2017 Q4	$378K	Buy	6,888 +2,939	+74%	+$158K	0.05%	120
2017 Q3	$202K	Buy	+3,949	New	+$193K	0.03%	153

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

Keel Point's UNM Position: Q2 2026 in Review

Keel Point reduced its Unum (UNM) stake by 20% in Q2 2026, selling an estimated $184K and leaving 8,740 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #214.

Keel Point first reported a position in UNM in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Keel Point held 8,740 shares of Unum worth $781K as of Q2 2026.
Keel Point sold 2,219 Unum shares in Q2 2026, an estimated $184K.
Unum made up 0.05% of Keel Point's portfolio in Q2 2026, its #214 holding.
Keel Point first reported a position in Unum in Q3 2017 and has held it in 15 quarters since.
Keel Point's Unum position peaked at $1.08M in Q2 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.