U.S. Capital Wealth Advisors’s Unum UNM Stock Holding History

U.S. Capital Wealth Advisors’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	-22,846	Closed	-$1.77M	–	1084
2025 Q4	$1.77M	Sell	22,846 -1,818	-7%	-$139K	0.05%	365
2025 Q3	$1.92M	Sell	24,664 -287	-1%	-$21.5K	0.05%	342
2025 Q2	$2.02M	Buy	+24,951	New	+$1.97M	0.06%	295

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

U.S. Capital Wealth Advisors's UNM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Unum (UNM) in Q1 2026, closing a stake of 22,846 shares — an estimated $1.77M sold.

U.S. Capital Wealth Advisors first reported a position in UNM in Q2 2025 and held it in 3 quarters. The position peaked at $2.02M in Q2 2025. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 22,846 Unum shares in Q1 2026, an estimated $1.77M.
U.S. Capital Wealth Advisors first reported a position in Unum in Q2 2025 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Unum position peaked at $2.02M in Q2 2025.
694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.