Qsemble Capital Management’s Unum UNM Stock Holding History

Qsemble 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	$1.69M	Sell	23,127 -83,615	-78%	-$6.24M	0.13%	212
2025 Q4	$8.27M	Buy	106,742 +75,885	+246%	+$5.8M	0.68%	33
2025 Q3	$2.4M	Buy	+30,857	New	+$2.31M	0.24%	138
2025 Q2	–	Sell	-25,446	Closed	-$2.07M	–	604
2025 Q1	$2.07M	Buy	+25,446	New	+$1.96M	0.22%	158
2024 Q4	–	Sell	-21,161	Closed	-$1.26M	–	539
2024 Q3	$1.26M	Buy	+21,161	New	+$1.15M	0.23%	144
2024 Q2	–	Sell	-20,420	Closed	-$1.1M	–	584
2024 Q1	$1.1M	Buy	+20,420	New	+$996K	0.24%	168
2023 Q3	–	Sell	-6,300	Closed	-$301K	–	420
2023 Q2	$301K	Buy	+6,300	New	+$275K	0.21%	152

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Qsemble Capital Management reduced its Unum (UNM) stake by 78% in Q1 2026, selling an estimated $6.24M and leaving 23,127 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #212.

Qsemble Capital Management first reported a position in UNM in Q2 2023 and has held it in 7 quarters since. The position peaked at $8.27M in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Qsemble Capital Management held 23,127 shares of Unum worth $1.69M as of Q1 2026.
Qsemble Capital Management sold 83,615 Unum shares in Q1 2026, an estimated $6.24M.
Unum made up 0.13% of Qsemble Capital Management's portfolio in Q1 2026, its #212 holding.
Qsemble Capital Management first reported a position in Unum in Q2 2023 and has held it in 7 quarters since.
Qsemble Capital Management's Unum position peaked at $8.27M in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.