KA
UNM icon

Kozak & Associates’s Unum UNM Stock Holding History

Kozak & Associates’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 		$13K Buy
143
+1
+0.7% +$83 ﹤0.01% 243
2026
Q1 		$11K Buy
142
+1
+0.7% +$75 ﹤0.01% 261
2025
Q4 		$11.3K Hold
141
– – ﹤0.01% 243
2025
Q3 		$10.7K Buy
141
+2
+1% +$150 ﹤0.01% 247
2025
Q2 		$11K Hold
139
– – ﹤0.01% 236
2025
Q1 		$10.7K Buy
139
+1
+0.7% +$77 ﹤0.01% 218
2024
Q4 		$10.1K Buy
138
+1
+0.7% +$69 ﹤0.01% 245
2024
Q3 		$8.72K Buy
137
+1
+0.7% +$54 ﹤0.01% 242
2024
Q2 		$6.88K Buy
136
+1
+0.7% +$52 ﹤0.01% 248
2024
Q1 		$7.12K Buy
+135
New +$6.58K ﹤0.01% 255

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kozak & Associates's UNM Position: Q2 2026 in Review

Kozak & Associates increased its Unum (UNM) stake by 0.7% in Q2 2026, buying an estimated $83 and bringing the position to 143 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Kozak & Associates first reported a position in UNM in Q1 2024 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Kozak & Associates held 143 shares of Unum worth $13K as of Q2 2026.
  • Kozak & Associates bought 1 Unum share in Q2 2026, an estimated $83.
  • Unum made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #243 holding.
  • Kozak & Associates first reported a position in Unum in Q1 2024 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.