IP
UNM icon

Interval Partners’s Unum UNM Stock Holding History

Interval Partners’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 		$25.5M Sell
285,437
-25,163
-8% -$2.09M 0.66% 43
2026
Q1 		$22.7M Buy
310,600
+157,544
+103% +$11.8M 0.59% 53
2025
Q4 		$11.9M Buy
153,056
+81,482
+114% +$6.23M 0.21% 119
2025
Q3 		$5.57M Sell
71,574
-2,483
-3% -$186K 0.09% 204
2025
Q2 		$5.98M Buy
74,057
+16,081
+28% +$1.27M 0.1% 185
2025
Q1 		$4.72M Buy
57,976
+36,676
+172% +$2.83M 0.1% 180
2024
Q4 		$1.56M Buy
+21,300
New +$1.47M 0.03% 289
2023
Q4 		– Sell
-361,425
Closed -$17.8M – 377
2023
Q3 		$17.8M Buy
361,425
+153,984
+74% +$7.53M 0.53% 47
2023
Q2 		$9.89M Sell
207,441
-20,283
-9% -$885K 0.36% 71
2023
Q1 		$9.01M Buy
227,724
+8,391
+4% +$347K 0.36% 79
2022
Q4 		$9M Sell
219,333
-234,506
-52% -$9.83M 0.54% 57
2022
Q3 		$17.6M Buy
453,839
+165,210
+57% +$6.04M 0.78% 35
2022
Q2 		$9.82M Buy
+288,629
New +$9.77M 0.51% 56
2021
Q3 		– Sell
-151,329
Closed -$4.3M – 371
2021
Q2 		$4.3M Buy
+151,329
New +$4.45M 0.18% 145
2018
Q3 		– Sell
-50,000
Closed -$1.85M – 252
2018
Q2 		$1.85M Sell
50,000
-45,000
-47% -$1.88M 0.07% 177
2018
Q1 		$4.52M Buy
+95,000
New +$4.96M 0.2% 126
2017
Q1 		– Sell
-65,000
Closed -$2.85M – 223
2016
Q4 		$2.85M Buy
+65,000
New +$2.6M 0.17% 121
2016
Q1 		– Sell
-83,466
Closed -$2.78M – 192
2015
Q4 		$2.78M Buy
+83,466
New +$2.88M 0.26% 90
2015
Q3 		– Sell
-77,227
Closed -$2.76M – 179
2015
Q2 		$2.76M Buy
+77,227
New +$2.7M 0.3% 75

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Interval Partners's UNM Position: Q2 2026 in Review

Interval Partners reduced its Unum (UNM) stake by 8.1% in Q2 2026, selling an estimated $2.09M and leaving 285,437 shares worth $25.5M. The position accounts for 0.66% of the portfolio, ranked #43.

Interval Partners first reported a position in UNM in Q2 2015 and has held it in 19 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Interval Partners held 285,437 shares of Unum worth $25.5M as of Q2 2026.
  • Interval Partners sold 25,163 Unum shares in Q2 2026, an estimated $2.09M.
  • Unum made up 0.66% of Interval Partners's portfolio in Q2 2026, its #43 holding.
  • Interval Partners first reported a position in Unum in Q2 2015 and has held it in 19 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.