Corient Private Wealth
UNM icon

Corient Private Wealth’s Unum UNM Stock Holding History

Corient Private Wealth’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 		$15.1M Sell
207,360
-131,982
-39% -$9.85M 0.02% 477
2025
Q4 		$21.6M Buy
339,342
+208,385
+159% +$15.9M 0.01% 544
2025
Q3 		$10.2M Sell
130,957
-1,507
-1% -$113K 0.02% 516
2025
Q2 		$10.7M Sell
132,464
-1,061
-0.8% -$83.8K 0.01% 515
2025
Q1 		$10.9M Sell
133,525
-7,099
-5% -$547K 0.02% 502
2024
Q4 		$10.3M Sell
140,624
-9,811
-7% -$676K 0.02% 511
2024
Q3 		$8.94M Sell
150,435
-4,141
-3% -$225K 0.01% 591
2024
Q2 		$7.9M Sell
154,576
-1,618
-1% -$83.7K 0.01% 579
2024
Q1 		$8.38M Sell
156,194
-14,805
-9% -$722K 0.01% 571
2023
Q4 		$7.73M Sell
170,999
-13,757
-7% -$627K 0.01% 583
2023
Q3 		$9.09M Sell
184,756
-771
-0.4% -$37.7K 0.02% 503
2023
Q2 		$8.85M Buy
185,527
+15,274
+9% +$666K 0.02% 493
2023
Q1 		$6.74M Sell
170,253
-407
-0.2% -$16.8K 0.02% 512
2022
Q4 		$7M Buy
+170,660
New +$7.15M 0.03% 426

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Corient Private Wealth's UNM Position: Q1 2026 in Review

Corient Private Wealth reduced its Unum (UNM) stake by 39% in Q1 2026, selling an estimated $9.85M and leaving 207,360 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #477.

Corient Private Wealth first reported a position in UNM in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.6M in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Corient Private Wealth held 207,360 shares of Unum worth $15.1M as of Q1 2026.
  • Corient Private Wealth sold 131,982 Unum shares in Q1 2026, an estimated $9.85M.
  • Unum made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #477 holding.
  • Corient Private Wealth first reported a position in Unum in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Unum position peaked at $21.6M in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.