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
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.