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Kelleher Financial Advisors’s Unum UNM Stock Holding History

Kelleher Financial Advisors’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 		$10K Buy
112
+45
+67% +$3.73K ﹤0.01% 619
2026
Q1 		$5.41K Hold
67
– – ﹤0.01% 585
2025
Q4 		$5.19K Hold
67
– – ﹤0.01% 619
2025
Q3 		$5.21K Buy
+67
New +$5.02K ﹤0.01% 551

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

Kelleher Financial Advisors's UNM Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Unum (UNM) stake by 67% in Q2 2026, buying an estimated $3.73K and bringing the position to 112 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Kelleher Financial Advisors first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Kelleher Financial Advisors held 112 shares of Unum worth $10K as of Q2 2026.
  • Kelleher Financial Advisors bought 45 Unum shares in Q2 2026, an estimated $3.73K.
  • Unum made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #619 holding.
  • Kelleher Financial Advisors first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.