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Capital Square’s Unum UNM Stock Holding History

Capital Square’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 		$292K Hold
3,332
– – 0.13% 174
2026
Q1 		$258K Buy
3,332
+1
+0% +$75 0.12% 183
2025
Q4 		$258K Buy
3,331
+2
+0.1% +$153 0.13% 171
2025
Q3 		$259K Buy
3,329
+1
+0% +$75 0.13% 157
2025
Q2 		$266K Hold
3,328
– – 0.14% 157
2025
Q1 		$271K Buy
3,328
+1
+0% +$77 0.16% 139
2024
Q4 		$250K Buy
+3,327
New +$229K 0.14% 148
2020
Q2 		– Sell
-3,688
Closed -$55K – 279
2020
Q1 		$55K Buy
+3,688
New +$88.7K 0.06% 195

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 Square's UNM Position: Q2 2026 in Review

Capital Square held its Unum (UNM) position steady in Q2 2026 at 3,332 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #174.

Capital Square first reported a position in UNM in Q1 2020 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Capital Square held 3,332 shares of Unum worth $292K as of Q2 2026.
  • Capital Square left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.13% of Capital Square's portfolio in Q2 2026, its #174 holding.
  • Capital Square first reported a position in Unum in Q1 2020 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.