Sterling Capital Management’s Unum UNM Stock Holding History

Sterling 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 Q1	$409K	Sell	5,599 -4,423	-44%	-$330K	0.01%	867
2025 Q4	$777K	Sell	10,022 -429	-4%	-$32.8K	0.01%	723
2025 Q3	$813K	Sell	10,451 -17,085	-62%	-$1.28M	0.01%	711
2025 Q2	$2.22M	Buy	27,536 +1,425	+5%	+$113K	0.03%	356
2025 Q1	$2.13M	Sell	26,111 -1,355	-5%	-$104K	0.03%	341
2024 Q4	$2.01M	Buy	27,466 +3,724	+16%	+$257K	0.03%	407
2024 Q3	$1.41M	Buy	+23,742	New	+$1.29M	0.02%	482
2019 Q3	$930K	Buy	31,285 +10,037	+47%	+$298K	0.01%	641
2019 Q2	$713K	Sell	21,248 -200	-0.9%	-$6.93K	0.01%	697
2019 Q1	$726K	Buy	+21,448	New	+$747K	0.01%	697
2017 Q2	–	Sell	-20,300	Closed	-$952K	–	1011
2017 Q1	$952K	Buy	+20,300	New	+$951K	0.01%	604

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sterling Capital Management's UNM Position: Q1 2026 in Review

Sterling Capital Management reduced its Unum (UNM) stake by 44% in Q1 2026, selling an estimated $330K and leaving 5,599 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #867.

Sterling Capital Management first reported a position in UNM in Q1 2017 and has held it in 11 quarters since. The position peaked at $2.22M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Sterling Capital Management held 5,599 shares of Unum worth $409K as of Q1 2026.
Sterling Capital Management sold 4,423 Unum shares in Q1 2026, an estimated $330K.
Unum made up 0.01% of Sterling Capital Management's portfolio in Q1 2026, its #867 holding.
Sterling Capital Management first reported a position in Unum in Q1 2017 and has held it in 11 quarters since.
Sterling Capital Management's Unum position peaked at $2.22M in Q2 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.