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Capital Advisors Ltd’s Unum UNM Stock Holding History

Capital Advisors Ltd’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 		$7K Hold
77
– – ﹤0.01% 924
2026
Q1 		$6K Hold
77
– – ﹤0.01% 935
2025
Q4 		$6K Hold
77
– – ﹤0.01% 920
2025
Q3 		$6K Hold
77
– – ﹤0.01% 902
2025
Q2 		$6K Hold
77
– – ﹤0.01% 908
2025
Q1 		$6K Hold
77
– – ﹤0.01% 900
2024
Q4 		$6K Hold
77
– – ﹤0.01% 923
2024
Q3 		$5K Hold
77
– – ﹤0.01% 934
2024
Q2 		$4K Buy
77
+23
+43% +$1.19K ﹤0.01% 962
2024
Q1 		$3K Hold
54
– – ﹤0.01% 1003
2023
Q4 		$2K Hold
54
– – ﹤0.01% 1055
2023
Q3 		$3K Hold
54
– – ﹤0.01% 966
2023
Q2 		$3K Buy
54
+15
+38% +$654 ﹤0.01% 974
2023
Q1 		$2K Sell
39
-26
-40% -$1.07K ﹤0.01% 948
2022
Q4 		$3K Buy
65
+25
+63% +$1.05K ﹤0.01% 804
2022
Q3 		$2K Buy
+40
New +$1.46K ﹤0.01% 916

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

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

Capital Advisors Ltd held its Unum (UNM) position steady in Q2 2026 at 77 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Capital Advisors Ltd first reported a position in UNM in Q3 2022 and has held it in 16 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Capital Advisors Ltd held 77 shares of Unum worth $7K as of Q2 2026.
  • Capital Advisors Ltd left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #924 holding.
  • Capital Advisors Ltd first reported a position in Unum in Q3 2022 and has held it in 16 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.