DCM
UNM icon

DGS Capital Management’s Unum UNM Stock Holding History

DGS 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 		$2.52M Sell
34,512
-6,494
-16% -$485K 0.41% 40
2025
Q4 		$3.18M Sell
41,006
-999
-2% -$76.4K 0.54% 27
2025
Q3 		$3.27M Buy
42,005
+614
+1% +$46K 0.59% 22
2025
Q2 		$3.34M Buy
41,391
+1,493
+4% +$118K 0.69% 21
2025
Q1 		$3.25M Buy
39,898
+2,221
+6% +$171K 0.86% 17
2024
Q4 		$2.75M Buy
37,677
+715
+2% +$49.3K 0.69% 22
2024
Q3 		$2.2M Buy
36,962
+1,611
+5% +$87.5K 0.6% 25
2024
Q2 		$1.81M Buy
35,351
+765
+2% +$39.6K 0.51% 26
2024
Q1 		$1.86M Buy
34,586
+1,437
+4% +$70.1K 0.53% 26
2023
Q4 		$1.5M Sell
33,149
-494
-1% -$22.5K 0.58% 24
2023
Q3 		$1.65M Sell
33,643
-81
-0.2% -$3.96K 0.81% 19
2023
Q2 		$1.61M Buy
33,724
+404
+1% +$17.6K 0.8% 15
2023
Q1 		$1.32M Buy
33,320
+553
+2% +$22.8K 0.73% 20
2022
Q4 		$1.34M Sell
32,767
-496
-1% -$20.8K 0.88% 14
2022
Q3 		$1.29M Buy
33,263
+3,626
+12% +$133K 0.86% 15
2022
Q2 		$1.01M Sell
29,637
-69
-0.2% -$2.33K 0.81% 21
2022
Q1 		$936K Buy
29,706
+2,941
+11% +$82.2K 0.57% 26
2021
Q4 		$658K Buy
+26,765
New +$685K 0.41% 38

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

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

DGS Capital Management reduced its Unum (UNM) stake by 16% in Q1 2026, selling an estimated $485K and leaving 34,512 shares worth $2.52M. The position accounts for 0.41% of the portfolio, ranked #40.

DGS Capital Management first reported a position in UNM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.34M in Q2 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • DGS Capital Management held 34,512 shares of Unum worth $2.52M as of Q1 2026.
  • DGS Capital Management sold 6,494 Unum shares in Q1 2026, an estimated $485K.
  • Unum made up 0.41% of DGS Capital Management's portfolio in Q1 2026, its #40 holding.
  • DGS Capital Management first reported a position in Unum in Q4 2021 and has held it in 18 quarters since.
  • DGS Capital Management's Unum position peaked at $3.34M in Q2 2025.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.