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 Q2	$5.18K	Buy	58 +20	+53%	+$1.66K	﹤0.01%	901
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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IMA Advisory Services's UNM Position: Q2 2026 in Review

IMA Advisory Services increased its Unum (UNM) stake by 53% in Q2 2026, buying an estimated $1.66K and bringing the position to 58 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

IMA Advisory Services first reported a position in UNM in Q2 2018 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

IMA Advisory Services held 58 shares of Unum worth $5.18K as of Q2 2026.
IMA Advisory Services bought 20 Unum shares in Q2 2026, an estimated $1.66K.
Unum made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #901 holding.
IMA Advisory Services first reported a position in Unum in Q2 2018 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.