Capstone Investment Advisors
UNM icon

Capstone Investment Advisors’s Unum UNM Stock Holding History

Capstone 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
Q1 		– Sell
-14,033
Closed -$1.09M – 1861
2025
Q4 		$1.09M Buy
14,033
+10,543
+302% +$806K ﹤0.01% 836
2025
Q3 		$271K Sell
3,490
-2,521
-42% -$189K ﹤0.01% 1690
2025
Q2 		$485K Buy
+6,011
New +$475K ﹤0.01% 1150
2024
Q4 		– Sell
-5,823
Closed -$346K – 2022
2024
Q3 		$346K Sell
5,823
-3,484
-37% -$189K ﹤0.01% 1350
2024
Q2 		$476K Buy
+9,307
New +$482K ﹤0.01% 1338
2023
Q4 		– Sell
-8,524
Closed -$419K – 2423
2023
Q3 		$419K Buy
+8,524
New +$417K ﹤0.01% 1419
2022
Q1 		– Sell
-29,101
Closed -$715K – 2163
2021
Q4 		$715K Sell
29,101
-1,150
-4% -$29.4K ﹤0.01% 1392
2021
Q3 		$758K Buy
30,251
+29,423
+3,554% +$779K ﹤0.01% 1485
2021
Q2 		$24K Buy
+828
New +$24.3K ﹤0.01% 1659
2021
Q1 		– Sell
-2,068
Closed -$53.7K – 1945
2020
Q4 		$47K Buy
+2,068
New +$42.8K ﹤0.01% 1626
2019
Q4 		– Sell
-5,168
Closed -$154K – 1460
2019
Q3 		$154K Sell
5,168
-2,146
-29% -$63.7K ﹤0.01% 1255
2019
Q2 		$245K Buy
7,314
+1,249
+21% +$43.3K ﹤0.01% 1232
2019
Q1 		$205K Buy
+6,065
New +$211K ﹤0.01% 1133
2016
Q4 		– Sell
-28,304
Closed -$999K – 1118
2016
Q3 		$999K Sell
28,304
-43,920
-61% -$1.49M 0.02% 379
2016
Q2 		$2.3M Buy
+72,224
New +$2.44M 0.04% 221
2016
Q1 		– Sell
-24,847
Closed -$827K – 770
2015
Q4 		$827K Buy
+24,847
New +$857K 0.02% 266

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.66T 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 $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capstone Investment Advisors's UNM Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Unum (UNM) in Q1 2026, closing a stake of 14,033 shares — an estimated $1.09M sold.

Capstone Investment Advisors first reported a position in UNM in Q4 2015 and held it in 16 quarters. The position peaked at $2.3M in Q2 2016. 695 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 14,033 Unum shares in Q1 2026, an estimated $1.09M.
  • Capstone Investment Advisors first reported a position in Unum in Q4 2015 and held it in 16 quarters.
  • Capstone Investment Advisors's Unum position peaked at $2.3M in Q2 2016.
  • 695 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.