WPC
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Wedmont Private Capital’s Unum UNM Stock Holding History

Wedmont Private 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 		$1.05M Buy
11,963
+250
+2% +$20.7K 0.03% 334
2026
Q1 		$908K Buy
11,713
+395
+3% +$29.5K 0.03% 344
2025
Q4 		$887K Buy
11,318
+82
+0.7% +$6.27K 0.03% 320
2025
Q3 		$879K Sell
11,236
-1,055
-9% -$79.1K 0.03% 307
2025
Q2 		$974K Buy
12,291
+70
+0.6% +$5.53K 0.04% 267
2025
Q1 		$920K Buy
12,221
+1,022
+9% +$78.8K 0.05% 240
2024
Q4 		$804K Buy
11,199
+538
+5% +$37.1K 0.04% 271
2024
Q3 		$652K Buy
10,661
+881
+9% +$47.8K 0.04% 298
2024
Q2 		$508K Buy
9,780
+4,434
+83% +$229K 0.03% 338
2024
Q1 		$276K Buy
5,346
+691
+15% +$33.7K 0.02% 475
2023
Q4 		$213K Buy
4,655
+274
+6% +$12.5K 0.02% 516
2023
Q3 		$218K Buy
+4,381
New +$214K 0.02% 456

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

Wedmont Private Capital's UNM Position: Q2 2026 in Review

Wedmont Private Capital increased its Unum (UNM) stake by 2.1% in Q2 2026, buying an estimated $20.7K and bringing the position to 11,963 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #334.

Wedmont Private Capital first reported a position in UNM in Q3 2023 and has held it in 12 quarters since. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Wedmont Private Capital held 11,963 shares of Unum worth $1.05M as of Q2 2026.
  • Wedmont Private Capital bought 250 Unum shares in Q2 2026, an estimated $20.7K.
  • Unum made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #334 holding.
  • Wedmont Private Capital first reported a position in Unum in Q3 2023 and has held it in 12 quarters since.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.