United Financial Planning Group’s Unum UNM Stock Holding History

United Financial Planning 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 Q2	$10K	Hold	112	–	–	0.01%	243
2026 Q1	$8.18K	Buy	+112	New	+$8.36K	﹤0.01%	243

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

United Financial Planning Group's UNM Position: Q2 2026 in Review

United Financial Planning Group held its Unum (UNM) position steady in Q2 2026 at 112 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #243.

United Financial Planning Group first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

United Financial Planning Group held 112 shares of Unum worth $10K as of Q2 2026.
United Financial Planning Group left its Unum share count unchanged in Q2 2026.
Unum made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #243 holding.
United Financial Planning Group first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
761 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.