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Capital Investment Advisors’s Unum UNM Stock Holding History

Capital Investment Advisors’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
-2,882
Closed -$211K – 814
2026
Q1 		$211K Buy
2,882
+9
+0.3% +$672 ﹤0.01% 704
2025
Q4 		$223K Buy
2,873
+1
+0% +$76 ﹤0.01% 676
2025
Q3 		$223K Buy
+2,872
New +$215K ﹤0.01% 668

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 $3.38T AUM 44.17% 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 Investment Advisors's UNM Position: Q2 2026 in Review

Capital Investment Advisors sold out of Unum (UNM) in Q2 2026, closing a stake of 2,882 shares — an estimated $211K sold.

Capital Investment Advisors first reported a position in UNM in Q3 2025 and held it in 3 quarters. The position peaked at $223K in Q3 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Capital Investment Advisors reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 2,882 Unum shares in Q2 2026, an estimated $211K.
  • Capital Investment Advisors first reported a position in Unum in Q3 2025 and held it in 3 quarters.
  • Capital Investment Advisors's Unum position peaked at $223K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.