Key Financial Inc’s Unum UNM Stock Holding History

Key Financial Inc’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	-64	Closed	-$4.67K	–	1448
2026 Q1	$4.67K	Hold	64	–	–	﹤0.01%	1044
2025 Q4	$4.96K	Hold	64	–	–	﹤0.01%	1033
2025 Q3	$5.01K	Hold	64	–	–	﹤0.01%	1040
2025 Q2	$5.17K	Hold	64	–	–	﹤0.01%	1026
2025 Q1	$5.21K	Hold	64	–	–	﹤0.01%	988
2024 Q4	$4.67K	Buy	+64	New	+$4.41K	﹤0.01%	1012

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

Key Financial Inc's UNM Position: Q2 2026 in Review

Key Financial Inc sold out of Unum (UNM) in Q2 2026, closing a stake of 64 shares — an estimated $4.67K sold.

Key Financial Inc first reported a position in UNM in Q4 2024 and held it in 6 quarters. The position peaked at $5.21K in Q1 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Key Financial Inc reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 64 Unum shares in Q2 2026, an estimated $4.67K.
Key Financial Inc first reported a position in Unum in Q4 2024 and held it in 6 quarters.
Key Financial Inc's Unum position peaked at $5.21K in Q1 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.