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
Q2 		$7.75M Buy
+86,700
New +$7.18M 0.04% 394
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 $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

IEQ Capital's UNM Position: Q2 2026 in Review

IEQ Capital opened a new position in Unum (UNM) in Q2 2026: 86,700 shares worth $7.75M. The stake represents 0.04% of the portfolio and ranks #394 among its holdings. This is a return to the name: IEQ Capital previously reported a position in UNM as recently as Q4 2025.

IEQ Capital first reported a position in UNM in Q1 2021 and has held it in 19 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • IEQ Capital held 86,700 shares of Unum worth $7.75M as of Q2 2026.
  • Unum was a new IEQ Capital position in Q2 2026.
  • Unum made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #394 holding.
  • IEQ Capital first reported a position in Unum in Q1 2021 and has held it in 19 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.