IC
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IEQ Capital’s Unum UNM Stock Holding History

IEQ 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
Q1 		– Sell
-8,363
Closed -$648K – 2086
2025
Q4 		$648K Sell
8,363
-36,183
-81% -$2.77M ﹤0.01% 1211
2025
Q3 		$3.46M Buy
+44,546
New +$3.34M 0.01% 588
2025
Q2 		– Sell
-15,764
Closed -$1.28M – 2007
2025
Q1 		$1.28M Sell
15,764
-4,252
-21% -$328K 0.01% 691
2024
Q4 		$1.46M Buy
20,016
+3,695
+23% +$255K 0.01% 577
2024
Q3 		$970K Buy
16,321
+6,094
+60% +$331K 0.01% 551
2024
Q2 		$523K Buy
10,227
+1,250
+14% +$64.7K 0.01% 636
2024
Q1 		$482K Buy
8,977
+198
+2% +$9.65K 0.01% 627
2023
Q4 		$397K Sell
8,779
-245
-3% -$11.2K 0.01% 643
2023
Q3 		$444K Buy
9,024
+179
+2% +$8.75K 0.01% 602
2023
Q2 		$422K Buy
8,845
+825
+10% +$36K 0.01% 589
2023
Q1 		$317K Sell
8,020
-46
-0.6% -$1.9K 0.01% 699
2022
Q4 		$331K Buy
8,066
+563
+8% +$23.6K 0.01% 603
2022
Q3 		$291K Sell
7,503
-305
-4% -$11.2K 0.01% 672
2022
Q2 		$266K Buy
7,808
+121
+2% +$4.09K 0.01% 634
2022
Q1 		$242K Buy
+7,687
New +$215K 0.01% 705
2021
Q4 		– Sell
-8,973
Closed -$225K – 755
2021
Q3 		$225K Sell
8,973
-510
-5% -$13.5K 0.01% 645
2021
Q2 		$269K Buy
9,483
+1,249
+15% +$36.7K 0.01% 496
2021
Q1 		$229K Buy
+8,234
New +$214K 0.01% 432

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

IEQ Capital's UNM Position: Q1 2026 in Review

IEQ Capital sold out of Unum (UNM) in Q1 2026, closing a stake of 8,363 shares — an estimated $648K sold.

IEQ Capital first reported a position in UNM in Q1 2021 and held it in 18 quarters. The position peaked at $3.46M in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • IEQ Capital reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 8,363 Unum shares in Q1 2026, an estimated $648K.
  • IEQ Capital first reported a position in Unum in Q1 2021 and held it in 18 quarters.
  • IEQ Capital's Unum position peaked at $3.46M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.