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 		$2.91M Buy
+32,600
New +$2.7M 0.08% 219
2024
Q4 		– Sell
-63,500
Closed -$3.77M – 468
2024
Q3 		$3.77M Buy
63,500
+62,961
+11,681% +$3.42M 0.08% 203
2024
Q2 		$2.75M Buy
539
+39
+8% +$2.02K 0.06% 266
2024
Q1 		$2.68M Buy
+500
New +$24.4K 0.08% 225

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. 761 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.
  • 761 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.