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Autumn Glory Partners’s Unilever UL Stock Holding History

Autumn Glory Partners’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 		$4.51M Buy
75,070
+64,080
+583% +$3.7M 1.28% 17
2026
Q1 		$626K Sell
10,990
-47,345
-81% -$3.17M 0.23% 103
2025
Q4 		$3.82M Buy
58,335
+987
+2% +$66.3K 1.34% 13
2025
Q3 		$3.82M Buy
57,348
+48
+0.1% +$3.31K 1.57% 10
2025
Q2 		$3.94M Sell
57,300
-1,222
-2% -$85.7K 1.84% 7
2025
Q1 		$1.69M Buy
58,522
+918
+2% +$59.2K 0.84% 37
2024
Q4 		$3.67M Sell
57,604
-11,577
-17% -$782K 1.8% 10
2024
Q3 		$5.06M Buy
69,181
+11,054
+19% +$764K 1.94% 8
2024
Q2 		$3.6M Buy
58,127
+691
+1% +$40.8K 1.84% 9
2024
Q1 		$3.24M Buy
57,436
+2,879
+5% +$159K 1.59% 12
2023
Q4 		$2.97M Buy
54,557
+1,652
+3% +$89.1K 1.69% 11
2023
Q3 		$2.94M Buy
52,905
+6,055
+13% +$350K 1.8% 9
2023
Q2 		$2.75M Buy
46,850
+33,851
+260% +$2.01M 2.01% 9
2023
Q1 		$759K Sell
12,999
-35,190
-73% -$2M 0.65% 45
2022
Q4 		$2.73M Buy
48,189
+8,161
+20% +$437K 1.46% 17
2022
Q3 		$1.98M Buy
40,028
+26,997
+207% +$1.41M 1.33% 24
2022
Q2 		$672K Sell
13,031
-18,985
-59% -$967K 0.5% 59
2022
Q1 		$1.64M Sell
32,016
-12,090
-27% -$673K 0.95% 30
2021
Q4 		$2.67M Buy
+44,106
New +$2.62M 1.11% 25

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

Autumn Glory Partners's UL Position: Q2 2026 in Review

Autumn Glory Partners increased its Unilever (UL) stake by 583% in Q2 2026, buying an estimated $3.7M and bringing the position to 75,070 shares worth $4.51M. The position accounts for 1.28% of the portfolio, ranked #17.

Autumn Glory Partners first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.06M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Autumn Glory Partners held 75,070 shares of Unilever worth $4.51M as of Q2 2026.
  • Autumn Glory Partners bought 64,080 Unilever shares in Q2 2026, an estimated $3.7M.
  • Unilever made up 1.28% of Autumn Glory Partners's portfolio in Q2 2026, its #17 holding.
  • Autumn Glory Partners first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • Autumn Glory Partners's Unilever position peaked at $5.06M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.