Kerr Financial Planning’s Unum UNM Stock Holding History

Kerr Financial Planning’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	$24.9K	Hold	279	–	–	0.03%	253
2026 Q1	$21.7K	Buy	279 +1	+0.4%	+$75	0.02%	267
2025 Q4	$21.2K	Hold	278	–	–	0.03%	271
2025 Q3	$21.2K	Buy	+278	New	+$20.8K	0.03%	262

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

Kerr Financial Planning's UNM Position: Q2 2026 in Review

Kerr Financial Planning held its Unum (UNM) position steady in Q2 2026 at 279 shares worth $24.9K. The position accounts for 0.03% of the portfolio, ranked #253.

Kerr Financial Planning first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Kerr Financial Planning held 279 shares of Unum worth $24.9K as of Q2 2026.
Kerr Financial Planning left its Unum share count unchanged in Q2 2026.
Unum made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #253 holding.
Kerr Financial Planning first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.