IMG Wealth Management
UNM icon

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
Q3 		$10.6K Hold
121
– – 0.01% 325
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IMG Wealth Management's UNM Position: Q3 2026 in Review

IMG Wealth Management held its Unum (UNM) position steady in Q3 2026 at 121 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #325.

IMG Wealth Management first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.8K in Q2 2026. 608 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • IMG Wealth Management held 121 shares of Unum worth $10.6K as of Q3 2026.
  • IMG Wealth Management left its Unum share count unchanged in Q3 2026.
  • Unum made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #325 holding.
  • IMG Wealth Management first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Unum position peaked at $10.8K in Q2 2026.
  • 608 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.