KPP Advisory Services’s Unum UNM Stock Holding History

KPP Advisory 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	$286K	Hold	3,194	–	–	0.04%	306
2026 Q1	$233K	Hold	3,194	–	–	0.03%	315
2025 Q4	$248K	Sell	3,194 -25	-0.8%	-$1.91K	0.04%	294
2025 Q3	$250K	Sell	3,219 -100	-3%	-$7.49K	0.04%	296
2025 Q2	$268K	Hold	3,319	–	–	0.04%	270
2025 Q1	$270K	Sell	3,319 -50	-1%	-$3.85K	0.05%	254
2024 Q4	$246K	Hold	3,369	–	–	0.06%	220
2024 Q3	$200K	Buy	+3,369	New	+$183K	0.05%	250

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

KPP Advisory Services's UNM Position: Q2 2026 in Review

KPP Advisory Services held its Unum (UNM) position steady in Q2 2026 at 3,194 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #306.

KPP Advisory Services first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

KPP Advisory Services held 3,194 shares of Unum worth $286K as of Q2 2026.
KPP Advisory Services left its Unum share count unchanged in Q2 2026.
Unum made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #306 holding.
KPP Advisory Services first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.