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	–	Sell	-106,400	Closed	-$7.77M	–	369
2026 Q1	$7.77M	Buy	+106,400	New	+$7.94M	0.2%	123
2023 Q4	–	Sell	-900	Closed	-$4.43M	–	378
2023 Q3	$4.43M	Buy	+900	New	+$44K	0.13%	158
2023 Q1	–	Sell	-56,000	Closed	-$2.3M	–	345
2022 Q4	$2.3M	Sell	56,000 -44,000	-44%	-$1.84M	0.14%	145
2022 Q3	$3.88M	Buy	+100,000	New	+$3.66M	0.17%	141

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

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.