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Plante Moran Financial Advisors’s Unum UNM Stock Holding History

Plante Moran Financial Advisors’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 		$26.6K Buy
298
+75
+34% +$6.21K ﹤0.01% 435
2026
Q1 		$16.3K Buy
+223
New +$16.6K ﹤0.01% 456
2022
Q1 		– Sell
-186
Closed -$5K – 1014
2021
Q4 		$5K Buy
+186
New +$4.76K ﹤0.01% 831
2014
Q3 		– Sell
-84
Closed -$3K – 855
2014
Q2 		$3K Hold
84
– – ﹤0.01% 736
2014
Q1 		$3K Hold
84
– – ﹤0.01% 539
2013
Q4 		$3K Hold
84
– – ﹤0.01% 600
2013
Q3 		$3K Hold
84
– – ﹤0.01% 529
2013
Q2 		$2K Buy
+84
New +$2.34K ﹤0.01% 552

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

Plante Moran Financial Advisors's UNM Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Unum (UNM) stake by 34% in Q2 2026, buying an estimated $6.21K and bringing the position to 298 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Plante Moran Financial Advisors first reported a position in UNM in Q2 2013 and has held it in 8 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Plante Moran Financial Advisors held 298 shares of Unum worth $26.6K as of Q2 2026.
  • Plante Moran Financial Advisors bought 75 Unum shares in Q2 2026, an estimated $6.21K.
  • Unum made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #435 holding.
  • Plante Moran Financial Advisors first reported a position in Unum in Q2 2013 and has held it in 8 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.