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Aster Capital Management’s Unum UNM Stock Holding History

Aster 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
Q1 		– Sell
-4,658
Closed -$361K – 1346
2025
Q4 		$361K Buy
4,658
+3,244
+229% +$248K 0.16% 129
2025
Q3 		$110K Sell
1,414
-7,969
-85% -$597K 0.06% 357
2025
Q2 		$758K Buy
9,383
+2,668
+40% +$211K 0.17% 142
2025
Q1 		$553K Buy
6,715
+2,038
+44% +$157K 0.1% 263
2024
Q4 		$342K Buy
4,677
+37
+0.8% +$2.55K 0.13% 203
2024
Q3 		$276K Buy
+4,640
New +$252K 0.06% 269

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aster Capital Management's UNM Position: Q1 2026 in Review

Aster Capital Management sold out of Unum (UNM) in Q1 2026, closing a stake of 4,658 shares — an estimated $361K sold.

Aster Capital Management first reported a position in UNM in Q3 2024 and held it in 6 quarters. The position peaked at $758K in Q2 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Aster Capital Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 4,658 Unum shares in Q1 2026, an estimated $361K.
  • Aster Capital Management first reported a position in Unum in Q3 2024 and held it in 6 quarters.
  • Aster Capital Management's Unum position peaked at $758K in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.