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Sage Rhino Capital’s Unum UNM Stock Holding History

Sage Rhino Capital’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 		$323K Buy
3,614
+27
+0.8% +$2.24K 0.05% 210
2026
Q1 		$262K Buy
3,587
+108
+3% +$8.06K 0.05% 220
2025
Q4 		$270K Buy
3,479
+50
+1% +$3.82K 0.05% 214
2025
Q3 		$267K Buy
3,429
+5
+0.1% +$375 0.05% 208
2025
Q2 		$277K Sell
3,424
-49
-1% -$3.87K 0.06% 187
2025
Q1 		$283K Sell
3,473
-62
-2% -$4.78K 0.07% 173
2024
Q4 		$258K Sell
3,535
-131
-4% -$9.03K 0.06% 189
2024
Q3 		$218K Buy
+3,666
New +$199K 0.05% 233

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Sage Rhino Capital increased its Unum (UNM) stake by 0.75% in Q2 2026, buying an estimated $2.24K and bringing the position to 3,614 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #210.

Sage Rhino Capital first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sage Rhino Capital held 3,614 shares of Unum worth $323K as of Q2 2026.
  • Sage Rhino Capital bought 27 Unum shares in Q2 2026, an estimated $2.24K.
  • Unum made up 0.05% of Sage Rhino Capital's portfolio in Q2 2026, its #210 holding.
  • Sage Rhino Capital first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.