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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Brinker Capital Investments's UNM Position: Q1 2026 in Review

Brinker Capital Investments reduced its Unum (UNM) stake by 5.3% in Q1 2026, selling an estimated $34.9K and leaving 8,273 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #1373.

Brinker Capital Investments first reported a position in UNM in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Brinker Capital Investments held 8,273 shares of Unum worth $604K as of Q1 2026.
Brinker Capital Investments sold 467 Unum shares in Q1 2026, an estimated $34.9K.
Unum made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1373 holding.
Brinker Capital Investments first reported a position in Unum in Q3 2018 and has held it in 10 quarters since.
Brinker Capital Investments's Unum position peaked at $1.02M in Q1 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.