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 Q2	$290K	Buy	3,248 +42	+1%	+$3.48K	0.02%	439
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelis Capital Partners's UNM Position: Q2 2026 in Review

Fidelis Capital Partners increased its Unum (UNM) stake by 1.3% in Q2 2026, buying an estimated $3.48K and bringing the position to 3,248 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #439.

Fidelis Capital Partners first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Fidelis Capital Partners held 3,248 shares of Unum worth $290K as of Q2 2026.
Fidelis Capital Partners bought 42 Unum shares in Q2 2026, an estimated $3.48K.
Unum made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #439 holding.
Fidelis Capital Partners first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.