KCM
UNM icon

Kendall Capital Management’s Unum UNM Stock Holding History

Kendall 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
Q1 		$2.43M Sell
33,332
-3,618
-10% -$270K 0.5% 53
2025
Q4 		$2.86M Sell
36,950
-4,010
-10% -$307K 0.6% 42
2025
Q3 		$3.19M Sell
40,960
-535
-1% -$40.1K 0.72% 36
2025
Q2 		$3.35M Sell
41,495
-300
-0.7% -$23.7K 0.89% 31
2025
Q1 		$3.4M Sell
41,795
-740
-2% -$57K 1% 26
2024
Q4 		$3.11M Sell
42,535
-1,105
-3% -$76.2K 0.91% 31
2024
Q3 		$2.59M Buy
43,640
+45
+0.1% +$2.44K 0.8% 34
2024
Q2 		$2.23M Buy
43,595
+175
+0.4% +$9.05K 0.74% 35
2024
Q1 		$2.33M Buy
43,420
+195
+0.5% +$9.51K 0.8% 34
2023
Q4 		$1.95M Sell
43,225
-935
-2% -$42.6K 0.76% 39
2023
Q3 		$2.17M Buy
44,160
+2,525
+6% +$123K 0.96% 27
2023
Q2 		$1.99M Buy
41,635
+5,290
+15% +$231K 0.87% 29
2023
Q1 		$1.44M Buy
36,345
+5,615
+18% +$232K 0.69% 41
2022
Q4 		$1.26M Buy
30,730
+4,040
+15% +$169K 0.64% 50
2022
Q3 		$1.04M Buy
26,690
+4,305
+19% +$157K 0.6% 53
2022
Q2 		$762K Buy
22,385
+1,175
+6% +$39.8K 0.42% 77
2022
Q1 		$668K Hold
21,210
– – 0.32% 97
2021
Q4 		$521K Sell
21,210
-4,500
-18% -$115K 0.25% 103
2021
Q3 		$644K Sell
25,710
-8,325
-24% -$220K 0.35% 88
2021
Q2 		$967K Sell
34,035
-3,615
-10% -$106K 0.54% 58
2021
Q1 		$1.05M Sell
37,650
-250
-0.7% -$6.49K 0.65% 52
2020
Q4 		$869K Buy
37,900
+1,690
+5% +$34.9K 0.63% 54
2020
Q3 		$609K Buy
36,210
+10,620
+42% +$189K 0.53% 63
2020
Q2 		$425K Buy
+25,590
New +$404K 0.41% 71

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kendall Capital Management's UNM Position: Q1 2026 in Review

Kendall Capital Management reduced its Unum (UNM) stake by 9.8% in Q1 2026, selling an estimated $270K and leaving 33,332 shares worth $2.43M. The position accounts for 0.5% of the portfolio, ranked #53.

Kendall Capital Management first reported a position in UNM in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.4M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Kendall Capital Management held 33,332 shares of Unum worth $2.43M as of Q1 2026.
  • Kendall Capital Management sold 3,618 Unum shares in Q1 2026, an estimated $270K.
  • Unum made up 0.5% of Kendall Capital Management's portfolio in Q1 2026, its #53 holding.
  • Kendall Capital Management first reported a position in Unum in Q2 2020 and has held it in 24 quarters since.
  • Kendall Capital Management's Unum position peaked at $3.4M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.