CAL
UNM icon

Capital Analysts LLC’s Unum UNM Stock Holding History

Capital Analysts LLC’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 		$70K Buy
958
+6
+0.6% +$448 ﹤0.01% 875
2025
Q4 		$74K Sell
952
-542
-36% -$41.5K ﹤0.01% 836
2025
Q3 		$116K Buy
1,494
+10
+0.7% +$749 ﹤0.01% 695
2025
Q2 		$120K Buy
1,484
+8
+0.5% +$632 ﹤0.01% 627
2025
Q1 		$120K Hold
1,476
– – ﹤0.01% 607
2024
Q4 		$108K Buy
+1,476
New +$102K ﹤0.01% 594
2023
Q4 		– Sell
-15
Closed -$1K – 1216
2023
Q3 		$1K Buy
+15
New +$733 ﹤0.01% 1157

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

Capital Analysts LLC's UNM Position: Q1 2026 in Review

Capital Analysts LLC increased its Unum (UNM) stake by 0.63% in Q1 2026, buying an estimated $448 and bringing the position to 958 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Capital Analysts LLC first reported a position in UNM in Q3 2023 and has held it in 7 quarters since. The position peaked at $120K in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Capital Analysts LLC held 958 shares of Unum worth $70K as of Q1 2026.
  • Capital Analysts LLC bought 6 Unum shares in Q1 2026, an estimated $448.
  • Unum made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #875 holding.
  • Capital Analysts LLC first reported a position in Unum in Q3 2023 and has held it in 7 quarters since.
  • Capital Analysts LLC's Unum position peaked at $120K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.