MCM
UNM icon

MAI Capital Management’s Unum UNM Stock Holding History

MAI 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 		– Hold
0
– – – 478

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

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

MAI Capital Management reduced its Unum (UNM) stake by 1.7% in Q1 2026, selling an estimated $69K and leaving 54,327 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #456.

MAI Capital Management first reported a position in UNM in Q3 2014 and has held it in 27 quarters since. The position peaked at $4.5M in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • MAI Capital Management held 54,327 shares of Unum worth $3.97M as of Q1 2026.
  • MAI Capital Management sold 925 Unum shares in Q1 2026, an estimated $69K.
  • Unum made up 0.02% of MAI Capital Management's portfolio in Q1 2026, its #456 holding.
  • MAI Capital Management first reported a position in Unum in Q3 2014 and has held it in 27 quarters since.
  • MAI Capital Management's Unum position peaked at $4.5M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.