SWP
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Sagespring Wealth Partners’s Unum UNM Stock Holding History

Sagespring Wealth Partners’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 		$234K Buy
+2,619
New +$217K ﹤0.01% 777
2026
Q1 		– Sell
-2,898
Closed -$225K – 848
2025
Q4 		$225K Buy
+2,898
New +$222K ﹤0.01% 724

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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

Sagespring Wealth Partners's UNM Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Unum (UNM) in Q2 2026: 2,619 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in UNM as recently as Q4 2025.

Sagespring Wealth Partners first reported a position in UNM in Q4 2025 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sagespring Wealth Partners held 2,619 shares of Unum worth $234K as of Q2 2026.
  • Unum was a new Sagespring Wealth Partners position in Q2 2026.
  • Unum made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #777 holding.
  • Sagespring Wealth Partners first reported a position in Unum in Q4 2025 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.