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UNM icon

Caprock Group’s Unum UNM Stock Holding History

Caprock Group’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 		$1.76M Buy
19,696
+4,649
+31% +$385K 0.03% 441
2026
Q1 		$1.1M Buy
15,047
+4,644
+45% +$347K 0.03% 519
2025
Q4 		$806K Buy
+10,403
New +$796K 0.02% 666
2025
Q1 		$1.11M Buy
13,659
+1,267
+10% +$97.7K 0.03% 431
2024
Q4 		$905K Buy
12,392
+84
+0.7% +$5.79K 0.03% 447
2024
Q3 		$732K Buy
12,308
+221
+2% +$12K 0.03% 472
2024
Q2 		$618K Buy
12,087
+5,362
+80% +$277K 0.03% 485
2024
Q1 		$361K Sell
6,725
-1,279
-16% -$62.4K 0.02% 504
2023
Q4 		$362K Buy
8,004
+230
+3% +$10.5K 0.02% 482
2023
Q3 		$382K Buy
7,774
+91
+1% +$4.45K 0.03% 433
2023
Q2 		$366K Buy
7,683
+886
+13% +$38.7K 0.03% 451
2023
Q1 		$269K Buy
6,797
+105
+2% +$4.34K 0.02% 520
2022
Q4 		$275K Buy
6,692
+118
+2% +$4.94K 0.03% 424
2022
Q3 		$255K Hold
6,574
– – 0.02% 451
2022
Q2 		$224K Buy
6,574
+14
+0.2% +$474 0.02% 472
2022
Q1 		$207K Buy
+6,560
New +$183K 0.02% 554

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

Caprock Group's UNM Position: Q2 2026 in Review

Caprock Group increased its Unum (UNM) stake by 31% in Q2 2026, buying an estimated $385K and bringing the position to 19,696 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #441.

Caprock Group first reported a position in UNM in Q1 2022 and has held it in 16 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Caprock Group held 19,696 shares of Unum worth $1.76M as of Q2 2026.
  • Caprock Group bought 4,649 Unum shares in Q2 2026, an estimated $385K.
  • Unum made up 0.03% of Caprock Group's portfolio in Q2 2026, its #441 holding.
  • Caprock Group first reported a position in Unum in Q1 2022 and has held it in 16 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.