Clark Capital Management Group’s Unum UNM Stock Holding History

Clark Capital Management Group’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	$246K	Buy	+2,752	New	+$228K	﹤0.01%	495
2023 Q4	–	Sell	-591,538	Closed	-$29.1M	–	409
2023 Q3	$29.1M	Buy	+591,538	New	+$28.9M	0.29%	121
2019 Q2	–	Sell	-982,514	Closed	-$33.2M	–	330
2019 Q1	$33.2M	Buy	982,514 +65,941	+7%	+$2.3M	0.79%	41
2018 Q4	$26.9M	Buy	916,573 +894,967	+4,142%	+$31.3M	0.72%	44
2018 Q3	$844K	Buy	+21,606	New	+$806K	0.02%	209

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 $3.37T 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

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

Clark Capital Management Group's UNM Position: Q2 2026 in Review

Clark Capital Management Group opened a new position in Unum (UNM) in Q2 2026: 2,752 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Clark Capital Management Group previously reported a position in UNM as recently as Q3 2023.

Clark Capital Management Group first reported a position in UNM in Q3 2018 and has held it in 5 quarters since. The position peaked at $33.2M in Q1 2019. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Clark Capital Management Group held 2,752 shares of Unum worth $246K as of Q2 2026.
Unum was a new Clark Capital Management Group position in Q2 2026.
Unum made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #495 holding.
Clark Capital Management Group first reported a position in Unum in Q3 2018 and has held it in 5 quarters since.
Clark Capital Management Group's Unum position peaked at $33.2M in Q1 2019.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.