Brinker Capital Investments’s Unum UNM Stock Holding History

Brinker Capital Investments’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	$757K	Buy	8,466 +193	+2%	+$16K	0.01%	1306
2026 Q1	$604K	Sell	8,273 -467	-5%	-$34.9K	0.01%	1373
2025 Q4	$677K	Buy	8,740 +102	+1%	+$7.8K	0.01%	1451
2025 Q3	$672K	Sell	8,638 -1,874	-18%	-$140K	0.01%	1417
2025 Q2	$849K	Sell	10,512 -1,955	-16%	-$154K	0.01%	1276
2025 Q1	$1.02M	Sell	12,467 -1,092	-8%	-$84.2K	0.01%	1082
2024 Q4	$990K	Buy	13,559 +4,450	+49%	+$307K	0.01%	1063
2024 Q3	$541K	Buy	9,109 +4,425	+94%	+$240K	0.01%	1308
2024 Q2	$239K	Buy	+4,684	New	+$242K	﹤0.01%	1558
2019 Q1	–	Sell	-80	Closed	-$2K	–	848
2018 Q4	$2K	Hold	80	–	–	﹤0.01%	628
2018 Q3	$3K	Buy	+80	New	+$2.98K	﹤0.01%	586

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's UNM Position: Q2 2026 in Review

Brinker Capital Investments increased its Unum (UNM) stake by 2.3% in Q2 2026, buying an estimated $16K and bringing the position to 8,466 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #1306.

Brinker Capital Investments first reported a position in UNM in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Brinker Capital Investments held 8,466 shares of Unum worth $757K as of Q2 2026.
Brinker Capital Investments bought 193 Unum shares in Q2 2026, an estimated $16K.
Unum made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1306 holding.
Brinker Capital Investments first reported a position in Unum in Q3 2018 and has held it in 11 quarters since.
Brinker Capital Investments's Unum position peaked at $1.02M in Q1 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.