IMA Advisory Services’s Unum UNM Stock Holding History

IMA Advisory Services’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	$2.77K	Sell	38 -4	-10%	-$299	﹤0.01%	560
2025 Q4	$3.25K	Buy	+42	New	+$3.21K	﹤0.01%	529
2019 Q1	–	Sell	-48	Closed	-$1K	–	339
2018 Q4	$1K	Hold	48	–	–	﹤0.01%	322
2018 Q3	$2K	Hold	48	–	–	﹤0.01%	307
2018 Q2	$2K	Buy	+48	New	+$2K	﹤0.01%	403

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IMA Advisory Services's UNM Position: Q1 2026 in Review

IMA Advisory Services reduced its Unum (UNM) stake by 9.5% in Q1 2026, selling an estimated $299 and leaving 38 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

IMA Advisory Services first reported a position in UNM in Q2 2018 and has held it in 5 quarters since. The position peaked at $3.25K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

IMA Advisory Services held 38 shares of Unum worth $2.77K as of Q1 2026.
IMA Advisory Services sold 4 Unum shares in Q1 2026, an estimated $299.
Unum made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #560 holding.
IMA Advisory Services first reported a position in Unum in Q2 2018 and has held it in 5 quarters since.
IMA Advisory Services's Unum position peaked at $3.25K in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.