Joel Greenblatt’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.61M | Buy |
+29,176
| New | +$2.42M | 0.01% | 1086 |
|
|
2026
Q1 | – | Sell |
-21,054
| Closed | -$1.63M | – | 1859 |
|
|
2025
Q4 | $1.63M | Sell |
21,054
-107,485
| -84% | -$8.22M | 0.01% | 1110 |
|
|
2025
Q3 | $10M | Buy |
128,539
+38,968
| +44% | +$2.92M | 0.04% | 576 |
|
|
2025
Q2 | $7.23M | Buy |
89,571
+50,990
| +132% | +$4.03M | 0.04% | 556 |
|
|
2025
Q1 | $3.14M | Buy |
38,581
+17,207
| +81% | +$1.33M | 0.03% | 657 |
|
|
2024
Q4 | $1.56M | Buy |
21,374
+2,170
| +11% | +$150K | 0.01% | 778 |
|
|
2024
Q3 | $1.14M | Sell |
19,204
-659
| -3% | -$35.8K | 0.01% | 887 |
|
|
2024
Q2 | $1.02M | Buy |
19,863
+7,769
| +64% | +$402K | 0.01% | 887 |
|
|
2024
Q1 | $649K | Buy |
12,094
+3,029
| +33% | +$148K | 0.01% | 965 |
|
|
2023
Q4 | $410K | Sell |
9,065
-6,697
| -42% | -$305K | 0.01% | 1047 |
|
|
2023
Q3 | $775K | Buy |
15,762
+1,067
| +7% | +$52.2K | 0.02% | 856 |
|
|
2023
Q2 | $701K | Buy |
14,695
+2,571
| +21% | +$112K | 0.02% | 872 |
|
|
2023
Q1 | $480K | Buy |
12,124
+116
| +1% | +$4.79K | 0.01% | 976 |
|
|
2022
Q4 | $493K | Sell |
12,008
-2,118
| -15% | -$88.7K | 0.01% | 895 |
|
|
2022
Q3 | $548K | Buy |
14,126
+4,832
| +52% | +$177K | 0.02% | 828 |
|
|
2022
Q2 | $316K | Buy |
+9,294
| New | +$315K | 0.01% | 921 |
|
|
2020
Q2 | – | Sell |
-19,713
| Closed | -$296K | – | 1205 |
|
|
2020
Q1 | $296K | Buy |
+19,713
| New | +$474K | 0.01% | 842 |
|
|
2019
Q3 | – | Sell |
-9,064
| Closed | -$304K | – | 1224 |
|
|
2019
Q2 | $304K | Sell |
9,064
-36,001
| -80% | -$1.25M | ﹤0.01% | 954 |
|
|
2019
Q1 | $1.52M | Sell |
45,065
-14,385
| -24% | -$501K | 0.02% | 545 |
|
|
2018
Q4 | $1.75M | Buy |
+59,450
| New | +$2.08M | 0.03% | 528 |
|
|
2018
Q3 | – | Sell |
-6,118
| Closed | -$226K | – | 1029 |
|
|
2018
Q2 | $226K | Buy |
6,118
+428
| +8% | +$17.9K | ﹤0.01% | 824 |
|
|
2018
Q1 | $271K | Buy |
5,690
+1,722
| +43% | +$90K | ﹤0.01% | 835 |
|
|
2017
Q4 | $218K | Buy |
+3,968
| New | +$213K | ﹤0.01% | 874 |
|
|
2017
Q3 | – | Sell |
-4,475
| Closed | -$209K | – | 1050 |
|
|
2017
Q2 | $209K | Buy |
4,475
+35
| +0.8% | +$1.61K | ﹤0.01% | 897 |
|
|
2017
Q1 | $208K | Buy |
+4,440
| New | +$208K | ﹤0.01% | 923 |
|
|
2016
Q4 | – | Sell |
-6,428
| Closed | -$227K | – | 1064 |
|
|
2016
Q3 | $227K | Buy |
+6,428
| New | +$217K | ﹤0.01% | 844 |
|
|
2016
Q1 | – | Sell |
-14,617
| Closed | -$487K | – | 1082 |
|
|
2015
Q4 | $487K | Sell |
14,617
-256
| -2% | -$8.83K | 0.01% | 695 |
|
|
2015
Q3 | $477K | Buy |
+14,873
| New | +$512K | ﹤0.01% | 733 |
|
|
2015
Q1 | – | Sell |
-8,154
| Closed | -$284K | – | 1028 |
|
|
2014
Q4 | $284K | Buy |
8,154
+1,145
| +16% | +$38.7K | ﹤0.01% | 839 |
|
|
2014
Q3 | $241K | Buy |
7,009
+827
| +13% | +$29.1K | ﹤0.01% | 894 |
|
|
2014
Q2 | $215K | Sell |
6,182
-6,245
| -50% | -$213K | ﹤0.01% | 948 |
|
|
2014
Q1 | $439K | Buy |
12,427
+70
| +0.6% | +$2.39K | 0.01% | 821 |
|
|
2013
Q4 | $433K | Buy |
12,357
+11
| +0.1% | +$360 | 0.01% | 777 |
|
|
2013
Q3 | $376K | Buy |
12,346
+13
| +0.1% | +$399 | 0.01% | 742 |
|
|
2013
Q2 | $362K | Buy |
+12,333
| New | +$343K | 0.02% | 726 |
|
Other funds holding UNM
Joel Greenblatt's UNM Position: Q2 2026 in Review
Joel Greenblatt opened a new position in Unum (UNM) in Q2 2026: 29,176 shares worth $2.61M. The stake represents 0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in UNM as recently as Q4 2025.
Joel Greenblatt first reported a position in UNM in Q2 2013 and has held it in 35 quarters since. The position peaked at $10M in Q3 2025. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Joel Greenblatt held 29,176 shares of Unum worth $2.61M as of Q2 2026.
- Unum was a new Joel Greenblatt position in Q2 2026.
- Unum made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1086 holding.
- Joel Greenblatt first reported a position in Unum in Q2 2013 and has held it in 35 quarters since.
- Joel Greenblatt's Unum position peaked at $10M in Q3 2025.
- 758 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.