Erste Asset Management’s Unum UNM Stock Holding History

Erste Asset 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 Q2	$439K	Hold	4,900	–	–	﹤0.01%	528
2026 Q1	$358K	Sell	4,900 -1,600	-25%	-$119K	﹤0.01%	536
2025 Q4	$511K	Sell	6,500 -2,100	-24%	-$161K	﹤0.01%	490
2025 Q3	$666K	Sell	8,600 -300	-3%	-$22.5K	0.01%	447
2025 Q2	$716K	Hold	8,900	–	–	0.01%	568
2025 Q1	$712K	Hold	8,900	–	–	0.01%	405
2024 Q4	$651K	Buy	8,900 +100	+1%	+$6.89K	0.01%	420
2024 Q3	$516K	Buy	8,800 +1,200	+16%	+$65.2K	0.01%	432
2024 Q2	$385K	Hold	7,600	–	–	0.01%	438
2024 Q1	$408K	Hold	7,600	–	–	0.01%	443
2023 Q4	$344K	Hold	7,600	–	–	0.01%	453
2023 Q3	$379K	Buy	7,600 +3,500	+85%	+$171K	0.01%	434
2023 Q2	$195K	Hold	4,100	–	–	﹤0.01%	493
2023 Q1	$160K	Hold	4,100	–	–	﹤0.01%	510
2022 Q4	$169K	Buy	+4,100	New	+$172K	﹤0.01%	510

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

Erste Asset Management's UNM Position: Q2 2026 in Review

Erste Asset Management held its Unum (UNM) position steady in Q2 2026 at 4,900 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Erste Asset Management first reported a position in UNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $716K in Q2 2025. 761 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Erste Asset Management held 4,900 shares of Unum worth $439K as of Q2 2026.
Erste Asset Management left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Erste Asset Management's portfolio in Q2 2026, its #528 holding.
Erste Asset Management first reported a position in Unum in Q4 2022 and has held it in 15 quarters since.
Erste Asset Management's Unum position peaked at $716K in Q2 2025.
761 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.