IMG Wealth Management’s Unum UNM Stock Holding History

IMG 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	$10.8K	Hold	121	–	–	0.01%	309
2026 Q1	$8.84K	Buy	+121	New	+$9.03K	0.01%	312
2025 Q4	–	Sell	-14	Closed	-$1.09K	–	656
2025 Q3	$1.09K	Buy	+14	New	+$1.05K	﹤0.01%	509

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 $3.37T AUM 44.26% 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

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

IMG Wealth Management held its Unum (UNM) position steady in Q2 2026 at 121 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #309.

IMG Wealth Management first reported a position in UNM in Q3 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

IMG Wealth Management held 121 shares of Unum worth $10.8K as of Q2 2026.
IMG Wealth Management left its Unum share count unchanged in Q2 2026.
Unum made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #309 holding.
IMG Wealth Management first reported a position in Unum in Q3 2025 and has held it in 3 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.