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
Q2 		$594K Buy
+6,640
New +$550K ﹤0.01% 1160
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
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

Capstone Investment Advisors's UNM Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Unum (UNM) in Q2 2026: 6,640 shares worth $594K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in UNM as recently as Q4 2025.

Capstone Investment Advisors first reported a position in UNM in Q4 2015 and has held it in 17 quarters since. The position peaked at $2.3M in Q2 2016. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Capstone Investment Advisors held 6,640 shares of Unum worth $594K as of Q2 2026.
  • Unum was a new Capstone Investment Advisors position in Q2 2026.
  • Unum made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1160 holding.
  • Capstone Investment Advisors first reported a position in Unum in Q4 2015 and has held it in 17 quarters since.
  • Capstone Investment Advisors's Unum position peaked at $2.3M in Q2 2016.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.