IWC
UNM icon

Integrated Wealth Concepts’s Unum UNM Stock Holding History

Integrated Wealth Concepts’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 		$776K Buy
10,629
+4,154
+64% +$310K 0.01% 1263
2025
Q4 		$502K Sell
6,475
-3,180
-33% -$243K 0.01% 1083
2025
Q3 		$751K Buy
9,655
+562
+6% +$42.1K 0.01% 1137
2025
Q2 		$734K Sell
9,093
-2,241
-20% -$177K 0.01% 1070
2025
Q1 		$923K Sell
11,334
-1,303
-10% -$100K 0.01% 865
2024
Q4 		$923K Sell
12,637
-829
-6% -$57.2K 0.01% 853
2024
Q3 		$800K Sell
13,466
-1,035
-7% -$56.2K 0.01% 890
2024
Q2 		$741K Buy
14,501
+258
+2% +$13.3K 0.01% 884
2024
Q1 		$764K Sell
14,243
-34,665
-71% -$1.69M 0.01% 870
2023
Q4 		$2.21M Buy
48,908
+6,159
+14% +$281K 0.04% 443
2023
Q3 		$2.1M Buy
42,749
+12,282
+40% +$600K 0.04% 437
2023
Q2 		$1.45M Sell
30,467
-13,317
-30% -$581K 0.02% 558
2023
Q1 		$1.73M Buy
43,784
+14,998
+52% +$619K 0.04% 459
2022
Q4 		$1.18M Sell
28,786
-9,442
-25% -$396K 0.03% 434
2022
Q3 		$1.48M Sell
38,228
-236
-0.6% -$8.63K 0.05% 338
2022
Q2 		$1.31M Sell
38,464
-3,538
-8% -$120K 0.04% 375
2022
Q1 		$1.32M Sell
42,002
-807
-2% -$22.5K 0.04% 338
2021
Q4 		$1.05M Sell
42,809
-1,045
-2% -$26.8K 0.03% 404
2021
Q3 		$1.1M Buy
43,854
+258
+0.6% +$6.83K 0.04% 360
2021
Q2 		$1.24M Sell
43,596
-1,234
-3% -$36.3K 0.04% 302
2021
Q1 		$1.25M Buy
44,830
+10
+0% +$260 0.05% 263
2020
Q4 		$1.03M Buy
44,820
+682
+2% +$14.1K 0.05% 249
2020
Q3 		$743K Buy
44,138
+26,848
+155% +$477K 0.05% 267
2020
Q2 		$287K Buy
+17,290
New +$273K 0.02% 416

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Integrated Wealth Concepts's UNM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Unum (UNM) stake by 64% in Q1 2026, buying an estimated $310K and bringing the position to 10,629 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #1263.

Integrated Wealth Concepts first reported a position in UNM in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.21M in Q4 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Integrated Wealth Concepts held 10,629 shares of Unum worth $776K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,154 Unum shares in Q1 2026, an estimated $310K.
  • Unum made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1263 holding.
  • Integrated Wealth Concepts first reported a position in Unum in Q2 2020 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's Unum position peaked at $2.21M in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.