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Auxier Asset Management’s Unilever UL Stock Holding History

Auxier Asset 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 		$5.57M Sell
92,574
-5,512
-6% -$319K 0.75% 40
2026
Q1 		$5.59M Sell
98,086
-20
-0% -$1.34K 0.8% 40
2025
Q4 		$6.42M Sell
98,106
-686
-0.7% -$46.1K 0.9% 34
2025
Q3 		$6.59M Sell
98,792
-603
-0.6% -$41.6K 0.92% 35
2025
Q2 		$6.84M Sell
99,395
-177
-0.2% -$12.4K 1% 31
2025
Q1 		$6.67M Sell
99,572
-488
-0.5% -$31.5K 0.99% 33
2024
Q4 		$6.38M Sell
100,060
-112
-0.1% -$7.56K 0.99% 33
2024
Q3 		$7.32M Sell
100,172
-44
-0% -$3.04K 1.08% 29
2024
Q2 		$6.2M Sell
100,216
-6,044
-6% -$357K 0.98% 34
2024
Q1 		$6M Buy
106,260
+12,924
+14% +$716K 0.91% 35
2023
Q4 		$5.09M Sell
93,336
-444
-0.5% -$24K 0.82% 39
2023
Q3 		$5.21M Hold
93,780
– – 0.89% 36
2023
Q2 		$5.5M Hold
93,780
– – 0.91% 37
2023
Q1 		$5.48M Buy
93,780
+8,400
+10% +$477K 0.95% 36
2022
Q4 		$4.84M Buy
85,380
+1,235
+1% +$66.1K 0.83% 38
2022
Q3 		$4.15M Buy
84,145
+445
+0.5% +$23.3K 0.8% 39
2022
Q2 		$4.32M Buy
83,700
+88
+0.1% +$4.48K 0.77% 40
2022
Q1 		$4.29M Sell
83,612
-3,111
-4% -$173K 0.68% 44
2021
Q4 		$5.25M Buy
86,723
+454
+0.5% +$27K 0.81% 37
2021
Q3 		$5.26M Buy
86,269
+3,155
+4% +$201K 0.89% 35
2021
Q2 		$5.47M Buy
83,114
+316
+0.4% +$21K 0.91% 33
2021
Q1 		$5.2M Buy
+82,798
New +$5.27M 0.89% 35

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

Auxier Asset Management's UL Position: Q2 2026 in Review

Auxier Asset Management reduced its Unilever (UL) stake by 5.6% in Q2 2026, selling an estimated $319K and leaving 92,574 shares worth $5.57M. The position accounts for 0.75% of the portfolio, ranked #40.

Auxier Asset Management first reported a position in UL in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.32M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Auxier Asset Management held 92,574 shares of Unilever worth $5.57M as of Q2 2026.
  • Auxier Asset Management sold 5,512 Unilever shares in Q2 2026, an estimated $319K.
  • Unilever made up 0.75% of Auxier Asset Management's portfolio in Q2 2026, its #40 holding.
  • Auxier Asset Management first reported a position in Unilever in Q1 2021 and has held it in 22 quarters since.
  • Auxier Asset Management's Unilever position peaked at $7.32M in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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