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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
Q2 		$338K Buy
5,614
+393
+8% +$22.7K 0.23% 80
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 		$690K 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 $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 22.9% 1-Year Est. Return

Axiom Investment Management's UL Position: Q2 2026 in Review

Axiom Investment Management increased its Unilever (UL) stake by 7.5% in Q2 2026, buying an estimated $22.7K and bringing the position to 5,614 shares worth $338K. The position accounts for 0.23% of the portfolio, ranked #80.

Axiom Investment Management first reported a position in UL in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.3M in Q2 2019. 1,195 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Axiom Investment Management held 5,614 shares of Unilever worth $338K as of Q2 2026.
  • Axiom Investment Management bought 393 Unilever shares in Q2 2026, an estimated $22.7K.
  • Unilever made up 0.23% of Axiom Investment Management's portfolio in Q2 2026, its #80 holding.
  • Axiom Investment Management first reported a position in Unilever in Q4 2018 and has held it in 19 quarters since.
  • Axiom Investment Management's Unilever position peaked at $1.3M in Q2 2019.
  • 1,195 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.