WCM
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Wedge Capital Management’s Unum UNM Stock Holding History

Wedge 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 		$34.9M Sell
390,340
-28,492
-7% -$2.36M 0.58% 51
2026
Q1 		$30.6M Sell
418,832
-10,297
-2% -$769K 0.56% 66
2025
Q4 		$33.3M Sell
429,129
-73,093
-15% -$5.59M 0.6% 61
2025
Q3 		$39.1M Buy
502,222
+84,938
+20% +$6.36M 0.66% 37
2025
Q2 		$33.7M Sell
417,284
-44,229
-10% -$3.49M 0.6% 67
2025
Q1 		$37.6M Sell
461,513
-135,625
-23% -$10.5M 0.73% 42
2024
Q4 		$43.6M Sell
597,138
-140,902
-19% -$9.71M 0.79% 41
2024
Q3 		$43.9M Sell
738,040
-134,768
-15% -$7.32M 0.76% 41
2024
Q2 		$44.6M Buy
872,808
+64,661
+8% +$3.35M 0.79% 32
2024
Q1 		$43.4M Sell
808,147
-58,334
-7% -$2.84M 0.7% 41
2023
Q4 		$39.2M Buy
866,481
+122,944
+17% +$5.6M 0.7% 47
2023
Q3 		$36.6M Sell
743,537
-36,723
-5% -$1.8M 0.72% 25
2023
Q2 		$37.2M Sell
780,260
-43,114
-5% -$1.88M 0.59% 27
2023
Q1 		$32.6M Buy
823,374
+30,362
+4% +$1.25M 0.55% 47
2022
Q4 		$32.5M Buy
793,012
+45,831
+6% +$1.92M 0.52% 75
2022
Q3 		$29M Sell
747,181
-83,943
-10% -$3.07M 0.49% 84
2022
Q2 		$28.3M Buy
831,124
+821,252
+8,319% +$27.8M 0.45% 96
2022
Q1 		$311K Sell
9,872
-1,126
-10% -$31.5K ﹤0.01% 356
2021
Q4 		$270K Buy
10,998
+1,971
+22% +$50.5K ﹤0.01% 359
2021
Q3 		$226K Sell
9,027
-921
-9% -$24.4K ﹤0.01% 370
2021
Q2 		$283K Sell
9,948
-3,630
-27% -$107K ﹤0.01% 351
2021
Q1 		$378K Sell
13,578
-1,024,909
-99% -$26.6M ﹤0.01% 407
2020
Q4 		$23.8M Sell
1,038,487
-115,729
-10% -$2.39M 0.28% 143
2020
Q3 		$19.4M Sell
1,154,216
-307,652
-21% -$5.47M 0.26% 135
2020
Q2 		$24.3M Buy
1,461,868
+60,963
+4% +$962K 0.33% 112
2020
Q1 		$21M Buy
1,400,905
+339,997
+32% +$8.18M 0.36% 103
2019
Q4 		$30.9M Buy
1,060,908
+57,412
+6% +$1.67M 0.35% 119
2019
Q3 		$29.8M Buy
1,003,496
+122,467
+14% +$3.64M 0.35% 110
2019
Q2 		$29.6M Buy
881,029
+113,628
+15% +$3.94M 0.34% 110
2019
Q1 		$26M Sell
767,401
-91,980
-11% -$3.2M 0.3% 116
2018
Q4 		$25.2M Sell
859,381
-8,629
-1% -$302K 0.31% 113
2018
Q3 		$33.9M Buy
868,010
+15,082
+2% +$563K 0.32% 101
2018
Q2 		$31.6M Buy
852,928
+169,402
+25% +$7.07M 0.31% 87
2018
Q1 		$32.5M Buy
683,526
+51,809
+8% +$2.71M 0.31% 107
2017
Q4 		$34.7M Sell
631,717
-60,485
-9% -$3.25M 0.31% 93
2017
Q3 		$35.4M Buy
692,202
+21,055
+3% +$1.03M 0.33% 92
2017
Q2 		$31.3M Sell
671,147
-12,930
-2% -$595K 0.3% 118
2017
Q1 		$32.1M Sell
684,077
-16,745
-2% -$784K 0.31% 106
2016
Q4 		$30.8M Sell
700,822
-32,034
-4% -$1.28M 0.3% 110
2016
Q3 		$25.9M Sell
732,856
-9,356
-1% -$317K 0.26% 116
2016
Q2 		$23.6M Sell
742,212
-30,661
-4% -$1.04M 0.24% 117
2016
Q1 		$23.9M Sell
772,873
-13,142
-2% -$386K 0.25% 128
2015
Q4 		$26.2M Sell
786,015
-7,225
-0.9% -$249K 0.28% 120
2015
Q3 		$25.4M Sell
793,240
-166,025
-17% -$5.72M 0.27% 127
2015
Q2 		$34.3M Sell
959,265
-118,925
-11% -$4.16M 0.33% 112
2015
Q1 		$36.4M Buy
1,078,190
+97,145
+10% +$3.22M 0.36% 100
2014
Q4 		$34.2M Buy
981,045
+38,000
+4% +$1.28M 0.34% 118
2014
Q3 		$32.4M Sell
943,045
-20,355
-2% -$716K 0.35% 104
2014
Q2 		$33.5M Buy
963,400
+82,325
+9% +$2.81M 0.34% 121
2014
Q1 		$31.1M Sell
881,075
-26,800
-3% -$915K 0.33% 112
2013
Q4 		$31.8M Sell
907,875
-22,500
-2% -$737K 0.34% 112
2013
Q3 		$28.3M Buy
930,375
+8,205
+0.9% +$252K 0.33% 115
2013
Q2 		$27.1M Buy
+922,170
New +$25.7M 0.33% 114

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Wedge Capital Management reduced its Unum (UNM) stake by 6.8% in Q2 2026, selling an estimated $2.36M and leaving 390,340 shares worth $34.9M. The position accounts for 0.58% of the portfolio, ranked #51.

Wedge Capital Management first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.6M in Q2 2024. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Wedge Capital Management held 390,340 shares of Unum worth $34.9M as of Q2 2026.
  • Wedge Capital Management sold 28,492 Unum shares in Q2 2026, an estimated $2.36M.
  • Unum made up 0.58% of Wedge Capital Management's portfolio in Q2 2026, its #51 holding.
  • Wedge Capital Management first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
  • Wedge Capital Management's Unum position peaked at $44.6M in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.