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Advisors Capital Management’s Unum UNM Stock Holding History

Advisors Capital Management’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 		$691K Buy
7,732
+188
+2% +$15.6K 0.01% 387
2026
Q1 		$551K Buy
7,544
+349
+5% +$26K 0.01% 374
2025
Q4 		$558K Buy
7,195
+732
+11% +$56K 0.01% 381
2025
Q3 		$503K Sell
6,463
-279
-4% -$20.9K 0.01% 389
2025
Q2 		$544K Buy
6,742
+434
+7% +$34.3K 0.01% 360
2025
Q1 		$514K Buy
6,308
+136
+2% +$10.5K 0.01% 357
2024
Q4 		$451K Buy
6,172
+323
+6% +$22.3K 0.01% 387
2024
Q3 		$348K Buy
+5,849
New +$318K 0.01% 409

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

Advisors Capital Management's UNM Position: Q2 2026 in Review

Advisors Capital Management increased its Unum (UNM) stake by 2.5% in Q2 2026, buying an estimated $15.6K and bringing the position to 7,732 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #387.

Advisors Capital Management 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.

  • Advisors Capital Management held 7,732 shares of Unum worth $691K as of Q2 2026.
  • Advisors Capital Management bought 188 Unum shares in Q2 2026, an estimated $15.6K.
  • Unum made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #387 holding.
  • Advisors Capital Management 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 Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.