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Atlas Capital Advisors’s Unum UNM Stock Holding History

Atlas Capital 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
Q1 		$874K Sell
11,973
-2,661
-18% -$199K 0.1% 169
2025
Q4 		$1.13M Buy
+14,634
New +$1.12M 0.13% 137
2025
Q2 		$1.45M Sell
18,005
-36
-0.2% -$2.84K 0.18% 106
2025
Q1 		$1.47M Buy
18,041
+2,173
+14% +$168K 0.18% 103
2024
Q4 		$1.16M Buy
15,868
+767
+5% +$52.9K 0.15% 119
2024
Q3 		$898K Buy
15,101
+1,102
+8% +$59.8K 0.14% 135
2024
Q2 		$715K Sell
13,999
-1,267
-8% -$65.6K 0.09% 174
2024
Q1 		$819K Hold
15,266
– – 0.13% 148
2023
Q4 		$690K Buy
15,266
+708
+5% +$32.2K 0.1% 166
2023
Q3 		$716K Sell
14,558
-795
-5% -$38.9K 0.12% 137
2023
Q2 		$732K Sell
15,353
-599
-4% -$26.1K 0.11% 142
2023
Q1 		$631K Sell
15,952
-1,875
-11% -$77.4K 0.1% 156
2022
Q4 		$731K Sell
17,827
-95
-0.5% -$3.98K 0.12% 138
2022
Q3 		$695K Buy
17,922
+10
+0.1% +$366 0.13% 133
2022
Q2 		$609K Buy
17,912
+9,850
+122% +$333K 0.1% 166
2022
Q1 		$254K Buy
+8,062
New +$225K 0.04% 313
2019
Q4 		– Sell
-186
Closed -$5.53K – 673
2019
Q3 		$5.53K Sell
186
-2,278
-92% -$67.6K ﹤0.01% 604
2019
Q2 		$82.7K Buy
2,464
+2,172
+744% +$75.2K 0.03% 419
2019
Q1 		$5.28K Buy
+292
New +$10.2K ﹤0.01% 548
2018
Q2 		– Sell
-3,690
Closed -$176K – 567
2018
Q1 		$176K Buy
+3,690
New +$193K 0.05% 293

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

Atlas Capital Advisors's UNM Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Unum (UNM) stake by 18% in Q1 2026, selling an estimated $199K and leaving 11,973 shares worth $874K. The position accounts for 0.1% of the portfolio, ranked #169.

Atlas Capital Advisors first reported a position in UNM in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.47M in Q1 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Atlas Capital Advisors held 11,973 shares of Unum worth $874K as of Q1 2026.
  • Atlas Capital Advisors sold 2,661 Unum shares in Q1 2026, an estimated $199K.
  • Unum made up 0.1% of Atlas Capital Advisors's portfolio in Q1 2026, its #169 holding.
  • Atlas Capital Advisors first reported a position in Unum in Q1 2018 and has held it in 20 quarters since.
  • Atlas Capital Advisors's Unum position peaked at $1.47M in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.