CCM
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Coldstream Capital Management’s Unum UNM Stock Holding History

Coldstream Capital Management’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 		$939K Buy
12,863
+1,088
+9% +$81.2K 0.01% 489
2025
Q4 		$913K Sell
11,775
-571
-5% -$43.7K 0.01% 481
2025
Q3 		$960K Sell
12,346
-679
-5% -$50.9K 0.01% 472
2025
Q2 		$1.05M Buy
13,025
+508
+4% +$40.1K 0.02% 408
2025
Q1 		$1.02M Sell
12,517
-373
-3% -$28.8K 0.02% 375
2024
Q4 		$941K Buy
12,890
+112
+0.9% +$7.72K 0.02% 393
2024
Q3 		$775K Buy
12,778
+1,221
+11% +$66.3K 0.02% 454
2024
Q2 		$591K Buy
11,557
+24
+0.2% +$1.24K 0.01% 489
2024
Q1 		$619K Sell
11,533
-22
-0.2% -$1.07K 0.02% 474
2023
Q4 		$523K Sell
11,555
-264
-2% -$12K 0.01% 485
2023
Q3 		$581K Sell
11,819
-684
-5% -$33.4K 0.02% 373
2023
Q2 		$596K Sell
12,503
-793
-6% -$34.6K 0.02% 387
2023
Q1 		$526K Sell
13,296
-543
-4% -$22.4K 0.02% 426
2022
Q4 		$568K Buy
+13,839
New +$580K 0.02% 393
2022
Q2 		$445K Buy
13,080
+2,122
+19% +$71.8K 0.02% 428
2022
Q1 		$345K Buy
10,958
+78
+0.7% +$2.18K 0.01% 516
2021
Q4 		$267K Buy
+10,880
New +$279K 0.01% 670

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 $1.88T AUM 44.46% 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

Coldstream Capital Management's UNM Position: Q1 2026 in Review

Coldstream Capital Management increased its Unum (UNM) stake by 9.2% in Q1 2026, buying an estimated $81.2K and bringing the position to 12,863 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #489.

Coldstream Capital Management first reported a position in UNM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.05M in Q2 2025. 695 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Coldstream Capital Management held 12,863 shares of Unum worth $939K as of Q1 2026.
  • Coldstream Capital Management bought 1,088 Unum shares in Q1 2026, an estimated $81.2K.
  • Unum made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #489 holding.
  • Coldstream Capital Management first reported a position in Unum in Q4 2021 and has held it in 17 quarters since.
  • Coldstream Capital Management's Unum position peaked at $1.05M in Q2 2025.
  • 695 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.