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	-70,200	Closed	-$1.73M	–	2164
2021 Q4	$1.73M	Sell	70,200 -11,500	-14%	-$294K	﹤0.01%	1159
2021 Q3	$2.05M	Buy	81,700 +2,900	+4%	+$76.8K	﹤0.01%	1180
2021 Q2	$2.24M	Buy	78,800 +39,500	+101%	+$1.16M	0.01%	990
2021 Q1	$1.09M	Buy	39,300 +18,900	+93%	+$490K	﹤0.01%	1092
2020 Q4	$468K	Sell	20,400 -8,500	-29%	-$176K	﹤0.01%	1266
2020 Q3	$486K	Buy	28,900 +10,700	+59%	+$190K	﹤0.01%	1175
2020 Q2	$302K	Buy	+18,200	New	+$287K	﹤0.01%	1170
2019 Q4	–	Sell	-18,400	Closed	-$547K	–	1461
2019 Q3	$547K	Sell	18,400 -900	-5%	-$26.7K	﹤0.01%	1072
2019 Q2	$648K	Sell	19,300 -800	-4%	-$27.7K	﹤0.01%	1064
2019 Q1	$680K	Buy	20,100 +11,000	+121%	+$383K	0.01%	921
2018 Q4	$267K	Buy	+9,100	New	+$318K	﹤0.01%	969

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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.