Kilter Group’s Unum UNM Stock Holding History

Kilter Group’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	$220	Sell	3 -10	-77%	-$746	﹤0.01%	1470
2025 Q4	$1.01K	Buy	+13	New	+$994	﹤0.01%	1061

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kilter Group's UNM Position: Q1 2026 in Review

Kilter Group reduced its Unum (UNM) stake by 77% in Q1 2026, selling an estimated $746 and leaving 3 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Kilter Group first reported a position in UNM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.01K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Kilter Group held 3 shares of Unum worth $220 as of Q1 2026.
Kilter Group sold 10 Unum shares in Q1 2026, an estimated $746.
Unum made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #1470 holding.
Kilter Group first reported a position in Unum in Q4 2025 and has held it in 2 quarters since.
Kilter Group's Unum position peaked at $1.01K in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.