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Aspen Grove Capital’s Unilever UL Stock Holding History

Aspen Grove Capital’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 		$317K Buy
5,263
+1,176
+29% +$68K 0.05% 156
2026
Q1 		$236K Sell
4,087
-502
-11% -$33.6K 0.05% 172
2025
Q4 		$300K Sell
4,589
-1,093
-19% -$73.5K 0.05% 138
2025
Q3 		$379K Sell
5,682
-758
-12% -$52.3K 0.06% 116
2025
Q2 		$443K Buy
6,440
+95
+1% +$6.67K 0.08% 125
2025
Q1 		$425K Buy
6,345
+96
+2% +$6.19K 0.08% 125
2024
Q4 		$399K Sell
6,249
-102
-2% -$6.89K 0.08% 120
2024
Q3 		$464K Buy
6,351
+170
+3% +$11.8K 0.1% 107
2024
Q2 		$382K Buy
6,181
+155
+3% +$9.16K 0.09% 125
2024
Q1 		$340K Sell
6,026
-14
-0.2% -$776 0.1% 128
2023
Q4 		$331K Buy
6,040
+844
+16% +$45.5K 0.1% 116
2023
Q3 		$289K Buy
5,196
+470
+10% +$27.2K 0.11% 124
2023
Q2 		$277K Buy
4,726
+353
+8% +$21K 0.09% 151
2023
Q1 		$255K Buy
+4,373
New +$248K 0.11% 121

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aspen Grove Capital's UL Position: Q2 2026 in Review

Aspen Grove Capital increased its Unilever (UL) stake by 29% in Q2 2026, buying an estimated $68K and bringing the position to 5,263 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #156.

Aspen Grove Capital first reported a position in UL in Q1 2023 and has held it in 14 quarters since. The position peaked at $464K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Aspen Grove Capital held 5,263 shares of Unilever worth $317K as of Q2 2026.
  • Aspen Grove Capital bought 1,176 Unilever shares in Q2 2026, an estimated $68K.
  • Unilever made up 0.05% of Aspen Grove Capital's portfolio in Q2 2026, its #156 holding.
  • Aspen Grove Capital first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
  • Aspen Grove Capital's Unilever position peaked at $464K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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