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IBEX Wealth Advisors’s Unum UNM Stock Holding History

IBEX Wealth Advisors’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 		– Sell
-124,602
Closed -$9.66M – 211
2025
Q4 		$9.66M Sell
124,602
-989
-0.8% -$75.6K 0.95% 29
2025
Q3 		$9.77M Sell
125,591
-10,900
-8% -$817K 0.94% 26
2025
Q2 		$11M Buy
136,491
+4,850
+4% +$383K 1.18% 22
2025
Q1 		$10.7M Buy
131,641
+1,345
+1% +$104K 1.42% 19
2024
Q4 		$9.52M Buy
130,296
+79,594
+157% +$5.49M 1.12% 24
2024
Q3 		$4.24M Sell
50,702
-67,979
-57% -$3.69M 1.16% 35
2024
Q2 		$6.07M Buy
118,681
+24,136
+26% +$1.25M 0.95% 33
2024
Q1 		$3.88M Buy
94,545
+94,432
+83,568% +$4.6M 1.05% 36
2023
Q4 		$5.1K Sell
113
-110,020
-100% -$5.01M 1.11% 34
2023
Q3 		$5.42M Buy
+110,133
New +$5.38M 1.38% 27
2023
Q1 		$3.91M Buy
98,727
+4,182
+4% +$173K 1.01% 36
2022
Q4 		$3.88M Buy
94,545
+8,182
+9% +$343K 0.88% 38
2022
Q3 		$3.35M Buy
+86,363
New +$3.16M 0.87% 40
2021
Q4 		– Sell
-182,529
Closed -$4.57M – 410
2021
Q3 		$4.57M Buy
182,529
+2,408
+1% +$63.7K 0.88% 39
2021
Q2 		$5.12M Buy
+180,121
New +$5.29M 1.02% 31
2017
Q1 		– Sell
-193
Closed -$9K – 368
2016
Q4 		$9K Buy
+193
New +$7.72K ﹤0.01% 310

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

IBEX Wealth Advisors's UNM Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of Unum (UNM) in Q1 2026, closing a stake of 124,602 shares — an estimated $9.66M sold.

IBEX Wealth Advisors first reported a position in UNM in Q4 2016 and held it in 16 quarters. The position peaked at $11M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • IBEX Wealth Advisors reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 124,602 Unum shares in Q1 2026, an estimated $9.66M.
  • IBEX Wealth Advisors first reported a position in Unum in Q4 2016 and held it in 16 quarters.
  • IBEX Wealth Advisors's Unum position peaked at $11M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.