Havemeyer Place’s Unum UNM Stock Holding History

Havemeyer Place’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	–	Sell	-15,922	Closed	-$1.16M	–	686
2026 Q1	$1.16M	Sell	15,922 -5,148	-24%	-$384K	0.13%	287
2025 Q4	$1.63M	Buy	+21,070	New	+$1.61M	0.32%	91

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

Havemeyer Place's UNM Position: Q2 2026 in Review

Havemeyer Place sold out of Unum (UNM) in Q2 2026, closing a stake of 15,922 shares — an estimated $1.16M sold.

Havemeyer Place first reported a position in UNM in Q4 2025 and held it in 2 quarters. The position peaked at $1.63M in Q4 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Havemeyer Place reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Havemeyer Place sold 15,922 Unum shares in Q2 2026, an estimated $1.16M.
Havemeyer Place first reported a position in Unum in Q4 2025 and held it in 2 quarters.
Havemeyer Place's Unum position peaked at $1.63M in Q4 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.