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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
Q2 		– Sell
-958
Closed -$70K – 1601
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 $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 Analysts LLC's UNM Position: Q2 2026 in Review

Capital Analysts LLC sold out of Unum (UNM) in Q2 2026, closing a stake of 958 shares — an estimated $70K sold.

Capital Analysts LLC first reported a position in UNM in Q3 2023 and held it in 7 quarters. The position peaked at $120K in Q2 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Capital Analysts LLC reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 958 Unum shares in Q2 2026, an estimated $70K.
  • Capital Analysts LLC first reported a position in Unum in Q3 2023 and held it in 7 quarters.
  • Capital Analysts LLC's Unum position peaked at $120K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.