Aquatic Capital Management’s Unilever UL Stock Holding History

Aquatic Capital Management’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	$5.24M	Buy	87,114 +6,807	+8%	+$394K	0.18%	133
2026 Q1	$4.58M	Buy	+80,307	New	+$5.38M	0.13%	205
2025 Q4	–	Sell	-80,568	Closed	-$5.37M	–	1791
2025 Q3	$5.37M	Sell	80,568 -104,487	-56%	-$7.21M	0.1%	244
2025 Q2	$12.7M	Buy	+185,055	New	+$13M	0.26%	101
2025 Q1	–	Sell	-37,333	Closed	-$2.38M	–	1646
2024 Q4	$2.38M	Buy	+37,333	New	+$2.52M	0.06%	336
2024 Q2	–	Sell	-34,489	Closed	-$1.95M	–	1615
2024 Q1	$1.95M	Sell	34,489 -171,467	-83%	-$9.5M	0.06%	257
2023 Q4	$11.2M	Buy	+205,956	New	+$11.1M	0.29%	91
2023 Q3	–	Sell	-38,311	Closed	-$2.25M	–	1676
2023 Q2	$2.25M	Buy	38,311 +22,844	+148%	+$1.36M	0.12%	181
2023 Q1	$904K	Sell	15,467 -31,200	-67%	-$1.77M	0.06%	295
2022 Q4	$2.64M	Buy	+46,667	New	+$2.5M	0.19%	129
2022 Q3	–	Sell	-12,533	Closed	-$646K	–	1567
2022 Q2	$646K	Buy	12,533 +9,689	+341%	+$493K	0.21%	132
2022 Q1	$146K	Buy	2,844 +2,755	+3,096%	+$153K	0.22%	102
2021 Q4	$5K	Buy	+89	New	+$5.29K	0.01%	954

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

Aquatic Capital Management's UL Position: Q2 2026 in Review

Aquatic Capital Management increased its Unilever (UL) stake by 8.5% in Q2 2026, buying an estimated $394K and bringing the position to 87,114 shares worth $5.24M. The position accounts for 0.18% of the portfolio, ranked #133.

Aquatic Capital Management first reported a position in UL in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.7M in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Aquatic Capital Management held 87,114 shares of Unilever worth $5.24M as of Q2 2026.
Aquatic Capital Management bought 6,807 Unilever shares in Q2 2026, an estimated $394K.
Unilever made up 0.18% of Aquatic Capital Management's portfolio in Q2 2026, its #133 holding.
Aquatic Capital Management first reported a position in Unilever in Q4 2021 and has held it in 13 quarters since.
Aquatic Capital Management's Unilever position peaked at $12.7M in Q2 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.