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
2022
Q1 		– Sell
-12,000
Closed -$295K – 2162
2021
Q4 		$295K Sell
12,000
-200
-2% -$5.12K ﹤0.01% 1528
2021
Q3 		$306K Sell
12,200
-9,700
-44% -$257K ﹤0.01% 1636
2021
Q2 		$622K Buy
21,900
+14,400
+192% +$423K ﹤0.01% 1343
2021
Q1 		$209K Buy
7,500
+2,700
+56% +$70.1K ﹤0.01% 1424
2020
Q4 		$110K Sell
4,800
-2,200
-31% -$45.5K ﹤0.01% 1544
2020
Q3 		$118K Buy
+7,000
New +$124K ﹤0.01% 1327
2019
Q4 		– Sell
-2,100
Closed -$62K – 1459
2019
Q3 		$62K Sell
2,100
-100
-5% -$2.97K ﹤0.01% 1298
2019
Q2 		$74K Buy
2,200
+800
+57% +$27.7K ﹤0.01% 1324
2019
Q1 		$47K Buy
+1,400
New +$48.7K ﹤0.01% 1230

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.