Altman Advisors’s Unilever UL Stock Holding History

Altman Advisors’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.71M	Sell	28,401 -694	-2%	-$40.1K	0.61%	66
2026 Q1	$1.66M	Sell	29,095 -13	-0%	-$871	0.69%	68
2025 Q4	$1.9M	Buy	29,108 +1,185	+4%	+$79.6K	0.72%	60
2025 Q3	$1.86M	Buy	27,923 +300	+1%	+$20.7K	0.71%	63
2025 Q2	$1.91M	Buy	27,623 +902	+3%	+$63.3K	0.78%	59
2025 Q1	$1.91M	Buy	26,721 +793	+3%	+$51.2K	0.88%	51
2024 Q4	$1.65M	Buy	25,928 +447	+2%	+$30.2K	0.71%	61
2024 Q3	$1.86M	Buy	25,481 +61	+0.2%	+$4.22K	0.83%	50
2024 Q2	$1.57M	Sell	25,420 -11	-0%	-$650	0.89%	52
2024 Q1	$1.43M	Buy	25,431 +15,457	+155%	+$856K	0.69%	77
2023 Q4	$544K	Sell	9,974 -13,556	-58%	-$731K	0.29%	88
2023 Q3	$1.31M	Buy	+23,530	New	+$1.36M	0.82%	62
2023 Q1	$1.26M	Buy	+22,124	New	+$1.26M	1.16%	39
2021 Q2	–	Sell	-33,444	Closed	-$2.1M	–	89
2021 Q1	$2.1M	Buy	+33,444	New	+$2.13M	1.35%	32
2020 Q2	–	Sell	-31,596	Closed	-$1.8M	–	76
2020 Q1	$1.8M	Buy	+31,596	New	+$1.98M	1.67%	28

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Altman Advisors's UL Position: Q2 2026 in Review

Altman Advisors reduced its Unilever (UL) stake by 2.4% in Q2 2026, selling an estimated $40.1K and leaving 28,401 shares worth $1.71M. The position accounts for 0.61% of the portfolio, ranked #66.

Altman Advisors first reported a position in UL in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.1M in Q1 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Altman Advisors held 28,401 shares of Unilever worth $1.71M as of Q2 2026.
Altman Advisors sold 694 Unilever shares in Q2 2026, an estimated $40.1K.
Unilever made up 0.61% of Altman Advisors's portfolio in Q2 2026, its #66 holding.
Altman Advisors first reported a position in Unilever in Q1 2020 and has held it in 15 quarters since.
Altman Advisors's Unilever position peaked at $2.1M in Q1 2021.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.