Morgan Stanley’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 | $291M | Sell |
3,249,453
-85,022
| -3% | -$7.05M | 0.02% | 816 |
|
|
2026
Q1 | $244M | Buy |
3,334,475
+74,505
| +2% | +$5.56M | 0.01% | 846 |
|
|
2025
Q4 | $253M | Sell |
3,259,970
-129,277
| -4% | -$9.89M | 0.02% | 829 |
|
|
2025
Q3 | $264M | Sell |
3,389,247
-483,372
| -12% | -$36.2M | 0.02% | 778 |
|
|
2025
Q2 | $313M | Buy |
3,872,619
+433,285
| +13% | +$34.2M | 0.02% | 666 |
|
|
2025
Q1 | $280M | Sell |
3,439,334
-338,191
| -9% | -$26.1M | 0.02% | 689 |
|
|
2024
Q4 | $276M | Buy |
3,777,525
+11,108
| +0.3% | +$766K | 0.02% | 695 |
|
|
2024
Q3 | $224M | Sell |
3,766,417
-256,858
| -6% | -$13.9M | 0.02% | 765 |
|
|
2024
Q2 | $206M | Sell |
4,023,275
-207,681
| -5% | -$10.7M | 0.02% | 792 |
|
|
2024
Q1 | $227M | Sell |
4,230,956
-3,860,846
| -48% | -$188M | 0.02% | 734 |
|
|
2023
Q4 | $366M | Buy |
8,091,802
+4,544,327
| +128% | +$207M | 0.02% | 818 |
|
|
2023
Q3 | $175M | Sell |
3,547,475
-182,381
| -5% | -$8.92M | 0.02% | 757 |
|
|
2023
Q2 | $178M | Buy |
3,729,856
+77,922
| +2% | +$3.4M | 0.02% | 766 |
|
|
2023
Q1 | $144M | Sell |
3,651,934
-297,036
| -8% | -$12.3M | 0.02% | 849 |
|
|
2022
Q4 | $162M | Sell |
3,948,970
-2,955
| -0.1% | -$124K | 0.02% | 784 |
|
|
2022
Q3 | $153M | Buy |
3,951,925
+115,762
| +3% | +$4.23M | 0.02% | 685 |
|
|
2022
Q2 | $131M | Buy |
3,836,163
+2,274,865
| +146% | +$77M | 0.02% | 778 |
|
|
2022
Q1 | $49.2M | Sell |
1,561,298
-175,468
| -10% | -$4.9M | 0.01% | 1315 |
|
|
2021
Q4 | $42.7M | Buy |
1,736,766
+120,359
| +7% | +$3.08M | 0.01% | 1465 |
|
|
2021
Q3 | $40.5M | Buy |
1,616,407
+25,266
| +2% | +$669K | 0.01% | 1440 |
|
|
2021
Q2 | $45.2M | Sell |
1,591,141
-190,766
| -11% | -$5.61M | 0.01% | 1392 |
|
|
2021
Q1 | $49.6M | Sell |
1,781,907
-704,368
| -28% | -$18.3M | 0.01% | 1180 |
|
|
2020
Q4 | $57M | Buy |
2,486,275
+1,043,515
| +72% | +$21.6M | 0.01% | 1003 |
|
|
2020
Q3 | $24.3M | Buy |
1,442,760
+107,999
| +8% | +$1.92M | ﹤0.01% | 1336 |
|
|
2020
Q2 | $22.1M | Buy |
1,334,761
+406,340
| +44% | +$6.41M | ﹤0.01% | 1323 |
|
|
2020
Q1 | $13.9M | Buy |
928,421
+236,292
| +34% | +$5.68M | ﹤0.01% | 1538 |
|
|
2019
Q4 | $20.2M | Buy |
692,129
+164,604
| +31% | +$4.79M | ﹤0.01% | 1648 |
|
|
2019
Q3 | $15.7M | Buy |
527,525
+73,571
| +16% | +$2.18M | ﹤0.01% | 1686 |
|
|
2019
Q2 | $15.2M | Sell |
453,954
-57,159
| -11% | -$1.98M | ﹤0.01% | 1738 |
|
|
2019
Q1 | $17.3M | Sell |
511,113
-157,435
| -24% | -$5.48M | ﹤0.01% | 1546 |
|
|
2018
Q4 | $19.6M | Buy |
668,548
+38,591
| +6% | +$1.35M | 0.01% | 1480 |
|
|
2018
Q3 | $24.6M | Buy |
629,957
+43,464
| +7% | +$1.62M | 0.01% | 1493 |
|
|
2018
Q2 | $21.7M | Sell |
586,493
-708,746
| -55% | -$29.6M | 0.01% | 1566 |
|
|
2018
Q1 | $61.7M | Buy |
1,295,239
+429,913
| +50% | +$22.5M | 0.02% | 801 |
|
|
2017
Q4 | $47.5M | Buy |
865,326
+267,230
| +45% | +$14.3M | 0.01% | 989 |
|
|
2017
Q3 | $30.6M | Sell |
598,096
-321,217
| -35% | -$15.7M | 0.01% | 1242 |
|
|
2017
Q2 | $42.9M | Sell |
919,313
-314,391
| -25% | -$14.5M | 0.01% | 1000 |
|
|
2017
Q1 | $57.9M | Buy |
1,233,704
+118,506
| +11% | +$5.55M | 0.02% | 829 |
|
|
2016
Q4 | $49M | Buy |
1,115,198
+326,064
| +41% | +$13M | 0.02% | 890 |
|
|
2016
Q3 | $27.9M | Sell |
789,134
-403,354
| -34% | -$13.6M | 0.01% | 1210 |
|
|
2016
Q2 | $37.9M | Buy |
1,192,488
+152,101
| +15% | +$5.14M | 0.01% | 958 |
|
|
2016
Q1 | $32.2M | Sell |
1,040,387
-230,097
| -18% | -$6.75M | 0.01% | 1012 |
|
|
2015
Q4 | $42.3M | Sell |
1,270,484
-125,113
| -9% | -$4.31M | 0.02% | 885 |
|
|
2015
Q3 | $44.8M | Buy |
1,395,597
+129,615
| +10% | +$4.47M | 0.02% | 848 |
|
|
2015
Q2 | $45.3M | Buy |
1,265,982
+227,172
| +22% | +$7.94M | 0.02% | 925 |
|
|
2015
Q1 | $35M | Buy |
1,038,810
+368,534
| +55% | +$12.2M | 0.01% | 1057 |
|
|
2014
Q4 | $23.4M | Sell |
670,276
-777,930
| -54% | -$26.3M | 0.01% | 1355 |
|
|
2014
Q3 | $49.8M | Buy |
1,448,206
+446,415
| +45% | +$15.7M | 0.02% | 823 |
|
|
2014
Q2 | $34.8M | Buy |
1,001,791
+256,306
| +34% | +$8.75M | 0.01% | 1012 |
|
|
2014
Q1 | $26.3M | Sell |
745,485
-493,093
| -40% | -$16.8M | 0.01% | 1159 |
|
|
2013
Q4 | $43.5M | Buy |
1,238,578
+83,939
| +7% | +$2.75M | 0.02% | 809 |
|
|
2013
Q3 | $35.1M | Sell |
1,154,639
-274,754
| -19% | -$8.44M | 0.02% | 857 |
|
|
2013
Q2 | $42M | Buy |
+1,429,393
| New | +$39.8M | 0.02% | 724 |
|
Other funds holding UNM
Morgan Stanley's UNM Position: Q2 2026 in Review
Morgan Stanley reduced its Unum (UNM) stake by 2.5% in Q2 2026, selling an estimated $7.05M and leaving 3,249,453 shares worth $291M. The position accounts for 0.02% of the portfolio, ranked #816.
Morgan Stanley first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $366M in Q4 2023. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Morgan Stanley held 3,249,453 shares of Unum worth $291M as of Q2 2026.
- Morgan Stanley sold 85,022 Unum shares in Q2 2026, an estimated $7.05M.
- Unum made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #816 holding.
- Morgan Stanley first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's Unum position peaked at $366M in Q4 2023.
- 758 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.