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Sterling Investment Counsel’s Unum UNM Stock Holding History

Sterling Investment Counsel’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 		$272K Hold
3,043
– – 0.06% 167
2026
Q1 		$222K Buy
3,043
+99
+3% +$7.39K 0.06% 181
2025
Q4 		$215K Buy
+2,944
New +$225K 0.06% 175
2025
Q3 		– Sell
-2,734
Closed -$221K – 181
2025
Q2 		$221K Sell
2,734
-210
-7% -$16.6K 0.13% 127
2025
Q1 		$240K Buy
+2,944
New +$227K 0.08% 153

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sterling Investment Counsel's UNM Position: Q2 2026 in Review

Sterling Investment Counsel held its Unum (UNM) position steady in Q2 2026 at 3,043 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #167.

Sterling Investment Counsel first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Sterling Investment Counsel held 3,043 shares of Unum worth $272K as of Q2 2026.
  • Sterling Investment Counsel left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.06% of Sterling Investment Counsel's portfolio in Q2 2026, its #167 holding.
  • Sterling Investment Counsel first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.