FCP
UNM icon

Fidelis Capital Partners’s Unum UNM Stock Holding History

Fidelis Capital Partners’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 		$234K Buy
3,206
+84
+3% +$6.27K 0.02% 455
2025
Q4 		$242K Buy
3,122
+45
+1% +$3.44K 0.02% 434
2025
Q3 		$239K Sell
3,077
-13
-0.4% -$974 0.02% 422
2025
Q2 		$218K Buy
3,090
+18
+0.6% +$1.42K 0.02% 408
2025
Q1 		$241K Buy
3,072
+5
+0.2% +$385 0.03% 367
2024
Q4 		$234K Buy
+3,067
New +$211K 0.02% 386

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelis Capital Partners's UNM Position: Q1 2026 in Review

Fidelis Capital Partners increased its Unum (UNM) stake by 2.7% in Q1 2026, buying an estimated $6.27K and bringing the position to 3,206 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #455.

Fidelis Capital Partners first reported a position in UNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $242K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Fidelis Capital Partners held 3,206 shares of Unum worth $234K as of Q1 2026.
  • Fidelis Capital Partners bought 84 Unum shares in Q1 2026, an estimated $6.27K.
  • Unum made up 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #455 holding.
  • Fidelis Capital Partners first reported a position in Unum in Q4 2024 and has held it in 6 quarters since.
  • Fidelis Capital Partners's Unum position peaked at $242K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.