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Arvest Investments’s Unilever UL Stock Holding History

Arvest Investments’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 		$1.45M Sell
24,153
-562
-2% -$32.5K 0.18% 81
2026
Q1 		$1.41M Sell
24,715
-525
-2% -$35.2K 0.19% 78
2025
Q4 		$1.65M Sell
25,240
-457
-2% -$30.7K 0.23% 67
2025
Q3 		$1.71M Sell
25,697
-243
-0.9% -$16.8K 0.25% 74
2025
Q2 		$1.79M Sell
25,940
-523
-2% -$36.7K 0.27% 72
2025
Q1 		$1.77M Sell
26,463
-1,315
-5% -$84.8K 0.28% 80
2024
Q4 		$1.77M Sell
27,778
-1,985
-7% -$134K 0.28% 79
2024
Q3 		$2.18M Sell
29,763
-3,896
-12% -$269K 0.33% 65
2024
Q2 		$2.08M Sell
33,659
-1,320
-4% -$78K 0.33% 67
2024
Q1 		$1.98M Sell
34,979
-5,862
-14% -$325K 0.31% 69
2023
Q4 		$2.23M Buy
+40,841
New +$2.2M 0.36% 63

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Arvest Investments's UL Position: Q2 2026 in Review

Arvest Investments reduced its Unilever (UL) stake by 2.3% in Q2 2026, selling an estimated $32.5K and leaving 24,153 shares worth $1.45M. The position accounts for 0.18% of the portfolio, ranked #81.

Arvest Investments first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q4 2023. 511 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Arvest Investments held 24,153 shares of Unilever worth $1.45M as of Q2 2026.
  • Arvest Investments sold 562 Unilever shares in Q2 2026, an estimated $32.5K.
  • Unilever made up 0.18% of Arvest Investments's portfolio in Q2 2026, its #81 holding.
  • Arvest Investments first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's Unilever position peaked at $2.23M in Q4 2023.
  • 511 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.