Kestra Private Wealth Services’s Unum UNM Stock Holding History

Kestra Private Wealth Services’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	–	Sell	-4,804	Closed	-$351K	–	1911
2026 Q1	$351K	Buy	4,804 +60	+1%	+$4.48K	﹤0.01%	1381
2025 Q4	$368K	Buy	4,744 +265	+6%	+$20.3K	﹤0.01%	1327
2025 Q3	$348K	Buy	4,479 +60	+1%	+$4.5K	﹤0.01%	1282
2025 Q2	$357K	Buy	+4,419	New	+$349K	0.01%	1185

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's UNM Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Unum (UNM) in Q2 2026, closing a stake of 4,804 shares — an estimated $351K sold.

Kestra Private Wealth Services first reported a position in UNM in Q2 2025 and held it in 4 quarters. The position peaked at $368K in Q4 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Kestra Private Wealth Services reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 4,804 Unum shares in Q2 2026, an estimated $351K.
Kestra Private Wealth Services first reported a position in Unum in Q2 2025 and held it in 4 quarters.
Kestra Private Wealth Services's Unum position peaked at $368K in Q4 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.