IWM
UNM icon

IHT Wealth Management’s Unum UNM Stock Holding History

IHT Wealth Management’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 		$439K Sell
4,913
-1,332
-21% -$110K 0.01% 880
2026
Q1 		$456K Buy
6,245
+495
+9% +$36.9K 0.01% 858
2025
Q4 		$446K Sell
5,750
-73
-1% -$5.58K 0.01% 815
2025
Q3 		$453K Sell
5,823
-8
-0.1% -$599 0.01% 774
2025
Q2 		$471K Sell
5,831
-164
-3% -$13K 0.01% 725
2025
Q1 		$488K Buy
5,995
+59
+1% +$4.55K 0.02% 680
2024
Q4 		$433K Buy
5,936
+30
+0.5% +$2.07K 0.01% 729
2024
Q3 		$351K Buy
5,906
+269
+5% +$14.6K 0.01% 851
2024
Q2 		$288K Buy
5,637
+7
+0.1% +$362 0.01% 811
2024
Q1 		$302K Buy
5,630
+275
+5% +$13.4K 0.01% 802
2023
Q4 		$242K Buy
5,355
+6
+0.1% +$273 0.01% 845
2023
Q3 		$263K Sell
5,349
-413
-7% -$20.2K 0.01% 784
2023
Q2 		$275K Buy
5,762
+31
+0.5% +$1.35K 0.01% 756
2023
Q1 		$227K Buy
+5,731
New +$237K 0.01% 805
2018
Q2 		– Sell
-220
Closed -$10K – 1316
2018
Q1 		$10K Hold
220
– – ﹤0.01% 1202
2017
Q4 		$12K Hold
220
– – ﹤0.01% 1147
2017
Q3 		$12K Hold
220
– – 0.01% 921
2017
Q2 		$78 Buy
+220
New +$10.1K 0.04% 398

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

IHT Wealth Management's UNM Position: Q2 2026 in Review

IHT Wealth Management reduced its Unum (UNM) stake by 21% in Q2 2026, selling an estimated $110K and leaving 4,913 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #880.

IHT Wealth Management first reported a position in UNM in Q2 2017 and has held it in 18 quarters since. The position peaked at $488K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • IHT Wealth Management held 4,913 shares of Unum worth $439K as of Q2 2026.
  • IHT Wealth Management sold 1,332 Unum shares in Q2 2026, an estimated $110K.
  • Unum made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #880 holding.
  • IHT Wealth Management first reported a position in Unum in Q2 2017 and has held it in 18 quarters since.
  • IHT Wealth Management's Unum position peaked at $488K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.