AIM
UL icon

Axiom Investment Management’s Unilever UL Stock Holding History

Axiom Investment 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
Q1 		$297K Buy
+5,221
New +$350K 0.23% 80
2022
Q4 		$549K Buy
9,687
+66
+0.7% +$3.53K 1.43% 19
2022
Q3 		$476K Buy
9,621
+75
+0.8% +$3.92K 0.95% 25
2022
Q2 		$493K Buy
9,546
+56
+0.6% +$2.85K 1.42% 24
2022
Q1 		$486K Sell
9,490
-987
-9% -$54.9K 1.06% 33
2021
Q4 		$632K Buy
10,477
+61
+0.6% +$3.62K 0.61% 39
2021
Q3 		$634K Buy
10,416
+69
+0.7% +$4.4K 0.64% 42
2021
Q2 		$682K Sell
10,347
-1
-0% -$66 0.53% 49
2021
Q1 		$653K Buy
10,348
+9,441
+1,041% +$601K 0.53% 51
2020
Q4 		$690 Sell
907
-8,301
-90% -$563K 0.63% 41
2020
Q3 		$640K Buy
9,208
+55
+0.6% +$3.67K 0.72% 36
2020
Q2 		$565K Buy
9,153
+50
+0.5% +$2.99K 0.75% 39
2020
Q1 		$518K Buy
9,103
+27
+0.3% +$1.69K 0.92% 30
2019
Q4 		$585K Sell
9,076
-369
-4% -$24.5K 0.84% 33
2019
Q3 		$637K Sell
9,445
-9,226
-49% -$639K 0.49% 59
2019
Q2 		$1.3M Buy
18,671
+168
+0.9% +$11.4K 0.23% 105
2019
Q1 		$1.21M Buy
18,503
+7,770
+72% +$473K 0.23% 96
2018
Q4 		$631K Buy
+10,733
New +$647K 0.13% 160

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axiom Investment Management's UL Position: Q1 2026 in Review

Axiom Investment Management opened a new position in Unilever (UL) in Q1 2026: 5,221 shares worth $297K. The stake represents 0.23% of the portfolio and ranks #80 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in UL as recently as Q4 2022.

Axiom Investment Management first reported a position in UL in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.3M in Q2 2019. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Axiom Investment Management held 5,221 shares of Unilever worth $297K as of Q1 2026.
  • Unilever was a new Axiom Investment Management position in Q1 2026.
  • Unilever made up 0.23% of Axiom Investment Management's portfolio in Q1 2026, its #80 holding.
  • Axiom Investment Management first reported a position in Unilever in Q4 2018 and has held it in 18 quarters since.
  • Axiom Investment Management's Unilever position peaked at $1.3M in Q2 2019.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.