Optima Capital’s Unum UNM Stock Holding History

Optima Capital’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	–	Sell	-20	Closed	-$1.55K	–	1227
2025 Q4	$1.55K	Buy	+20	New	+$1.53K	﹤0.01%	844

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $3.37T AUM 44.26% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Optima Capital's UNM Position: Q1 2026 in Review

Optima Capital sold out of Unum (UNM) in Q1 2026, closing a stake of 20 shares — an estimated $1.55K sold.

Optima Capital first reported a position in UNM in Q4 2025 and held it in 1 quarter. The position peaked at $1.55K in Q4 2025. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Optima Capital reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 20 Unum shares in Q1 2026, an estimated $1.55K.
Optima Capital first reported a position in Unum in Q4 2025 and held it in 1 quarter.
Optima Capital's Unum position peaked at $1.55K in Q4 2025.
698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.