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UNM icon

CoreCap Advisors’s Unum UNM Stock Holding History

CoreCap 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 		$49.4K Sell
553
-67,305
-99% -$5.58M ﹤0.01% 1411
2026
Q1 		$4.96M Buy
67,858
+8,797
+15% +$657K 0.17% 136
2025
Q4 		$4.58M Buy
59,061
+11,117
+23% +$850K 0.16% 129
2025
Q3 		$3.73M Buy
47,944
+5,054
+12% +$379K 0.14% 159
2025
Q2 		$3.46M Buy
42,890
+2,667
+7% +$211K 0.14% 141
2025
Q1 		$3.28M Sell
40,223
-1,486
-4% -$115K 0.14% 135
2024
Q4 		$3.05M Sell
41,709
-784
-2% -$54K 0.14% 143
2024
Q3 		$2.53M Buy
42,493
+3,228
+8% +$175K 0.12% 180
2024
Q2 		$2.01M Sell
39,265
-1,183
-3% -$61.2K 0.21% 104
2024
Q1 		$2.17M Buy
40,448
+4,077
+11% +$199K 0.12% 177
2023
Q4 		$1.64M Buy
36,371
+2,151
+6% +$98K 0.11% 190
2023
Q3 		$1.68M Buy
+34,220
New +$1.67M 0.12% 163

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CoreCap Advisors's UNM Position: Q2 2026 in Review

CoreCap Advisors reduced its Unum (UNM) stake by 99% in Q2 2026, selling an estimated $5.58M and leaving 553 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

CoreCap Advisors first reported a position in UNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.96M in Q1 2026. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • CoreCap Advisors held 553 shares of Unum worth $49.4K as of Q2 2026.
  • CoreCap Advisors sold 67,305 Unum shares in Q2 2026, an estimated $5.58M.
  • Unum made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1411 holding.
  • CoreCap Advisors first reported a position in Unum in Q3 2023 and has held it in 12 quarters since.
  • CoreCap Advisors's Unum position peaked at $4.96M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.