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Bard Associates’s Unilever UL Stock Holding History

Bard Associates’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 		$230K Buy
3,832
+45
+1% +$2.6K 0.05% 130
2026
Q1 		$218K Buy
3,787
+3,374
+817% +$226K 0.05% 128
2025
Q4 		$27K Buy
+413
New +$27.8K 0.01% 169

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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

Bard Associates's UL Position: Q2 2026 in Review

Bard Associates increased its Unilever (UL) stake by 1.2% in Q2 2026, buying an estimated $2.6K and bringing the position to 3,832 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #130.

Bard Associates first reported a position in UL in Q4 2025 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Bard Associates held 3,832 shares of Unilever worth $230K as of Q2 2026.
  • Bard Associates bought 45 Unilever shares in Q2 2026, an estimated $2.6K.
  • Unilever made up 0.05% of Bard Associates's portfolio in Q2 2026, its #130 holding.
  • Bard Associates first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.