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
Q2 		$11.9M Sell
133,576
-73,784
-36% -$6.11M 0.02% 584
2026
Q1 		$15.1M Buy
207,360
+67,151
+48% +$5.01M 0.02% 477
2025
Q4 		$10.9M Buy
140,209
+9,252
+7% +$708K 0.01% 540
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Corient Private Wealth's UNM Position: Q2 2026 in Review

Corient Private Wealth reduced its Unum (UNM) stake by 36% in Q2 2026, selling an estimated $6.11M and leaving 133,576 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #584.

Corient Private Wealth first reported a position in UNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.1M in Q1 2026. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Corient Private Wealth held 133,576 shares of Unum worth $11.9M as of Q2 2026.
  • Corient Private Wealth sold 73,784 Unum shares in Q2 2026, an estimated $6.11M.
  • Unum made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #584 holding.
  • Corient Private Wealth first reported a position in Unum in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Unum position peaked at $15.1M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.