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Sage Capital Management’s Unum UNM Stock Holding History

Sage 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
Q2 		$270K Buy
3,024
+17
+0.6% +$1.41K 0.11% 125
2026
Q1 		$220K Buy
3,007
+19
+0.6% +$1.42K 0.1% 141
2025
Q4 		$232K Buy
2,988
+16
+0.5% +$1.22K 0.11% 135
2025
Q3 		$231K Buy
2,972
+19
+0.6% +$1.42K 0.1% 138
2025
Q2 		$238K Buy
2,953
+16
+0.5% +$1.26K 0.11% 134
2025
Q1 		$239K Buy
2,937
+16
+0.5% +$1.23K 0.13% 124
2024
Q4 		$213K Buy
+2,921
New +$201K 0.11% 133

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sage Capital Management's UNM Position: Q2 2026 in Review

Sage Capital Management increased its Unum (UNM) stake by 0.57% in Q2 2026, buying an estimated $1.41K and bringing the position to 3,024 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #125.

Sage Capital Management first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sage Capital Management held 3,024 shares of Unum worth $270K as of Q2 2026.
  • Sage Capital Management bought 17 Unum shares in Q2 2026, an estimated $1.41K.
  • Unum made up 0.11% of Sage Capital Management's portfolio in Q2 2026, its #125 holding.
  • Sage Capital Management first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 286 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.