IAIM
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International Assets Investment Management’s Unum UNM Stock Holding History

International Assets Investment 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 		$68.5K Hold
750
– – ﹤0.01% 1210
2026
Q1 		$55.4K Buy
+750
New +$56K ﹤0.01% 1188
2024
Q4 		– Sell
-101,048
Closed -$1.7K – 1883
2024
Q3 		$1.7K Buy
101,048
+99,348
+5,844% +$5.39M ﹤0.01% 960
2024
Q2 		$86.9K Buy
+1,700
New +$88K 0.01% 990
2024
Q1 		– Sell
-4,889
Closed -$221K – 833
2023
Q4 		$221K Buy
+4,889
New +$223K 0.03% 600
2023
Q2 		– Sell
-3,640
Closed -$144K – 1057
2023
Q1 		$144K Sell
3,640
-3,927
-52% -$162K 0.02% 534
2022
Q4 		$242K Buy
+7,567
New +$317K 0.03% 553
2022
Q1 		– Sell
-47,270
Closed -$809K – 586
2021
Q4 		$809K Buy
47,270
+6,691
+16% +$171K 0.14% 167
2021
Q3 		$657K Buy
40,579
+26,473
+188% +$701K 0.12% 198
2021
Q2 		$127K Buy
14,106
+12,004
+571% +$353K 0.02% 467
2021
Q1 		$54K Buy
2,102
+1,102
+110% +$28.6K 0.01% 937
2020
Q4 		$23K Buy
+1,000
New +$20.7K ﹤0.01% 1128

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

International Assets Investment Management's UNM Position: Q2 2026 in Review

International Assets Investment Management held its Unum (UNM) position steady in Q2 2026 at 750 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

International Assets Investment Management first reported a position in UNM in Q4 2020 and has held it in 12 quarters since. The position peaked at $809K in Q4 2021. 519 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • International Assets Investment Management held 750 shares of Unum worth $68.5K as of Q2 2026.
  • International Assets Investment Management left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1210 holding.
  • International Assets Investment Management first reported a position in Unum in Q4 2020 and has held it in 12 quarters since.
  • International Assets Investment Management's Unum position peaked at $809K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.