Bedel Financial Consulting’s Unilever UL Stock Holding History

Bedel Financial Consulting’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	$319K	Sell	5,298 -467	-8%	-$27K	0.03%	234
2026 Q1	$328K	Hold	5,765	–	–	0.04%	215
2025 Q4	$377K	Sell	5,765 -4	-0.1%	-$269	0.04%	191
2025 Q3	$385K	Hold	5,769	–	–	0.05%	191
2025 Q2	$397K	Hold	5,769	–	–	0.05%	179
2025 Q1	$415K	Hold	5,769	–	–	0.06%	168
2024 Q4	$378K	Sell	5,769 -10	-0.2%	-$675	0.05%	186
2024 Q3	$422K	Buy	5,779 +10	+0.2%	+$691	0.06%	161
2024 Q2	$357K	Hold	5,769	–	–	0.05%	167
2024 Q1	$326K	Hold	5,769	–	–	0.05%	182
2023 Q4	$315K	Hold	5,769	–	–	0.06%	180
2023 Q3	$321K	Hold	5,769	–	–	0.06%	162
2023 Q2	$338K	Buy	5,769 +249	+5%	+$14.8K	0.07%	159
2023 Q1	$322K	Buy	5,520 +504	+10%	+$28.6K	0.08%	156
2022 Q4	$284K	Buy	5,016 +714	+17%	+$38.2K	0.07%	172
2022 Q3	$224K	Buy	+4,302	New	+$225K	0.06%	191
2022 Q2	–	Sell	-1,334	Closed	-$68K	–	855
2022 Q1	$68K	Buy	1,334 +176	+15%	+$9.8K	0.02%	346
2021 Q4	$70K	Hold	1,158	–	–	0.02%	336
2021 Q3	$71K	Hold	1,158	–	–	0.02%	333
2021 Q2	$76K	Buy	1,158 +545	+89%	+$36.2K	0.03%	317
2021 Q1	$39K	Buy	613 +257	+72%	+$16.4K	0.02%	401
2020 Q4	$24K	Hold	356	–	–	0.01%	431
2020 Q3	$25K	Hold	356	–	–	0.01%	397
2020 Q2	$22K	Hold	356	–	–	0.01%	393
2020 Q1	$20K	Hold	356	–	–	0.01%	391
2019 Q4	$23K	Hold	356	–	–	0.01%	395
2019 Q3	$24K	Hold	356	–	–	0.01%	374
2019 Q2	$25K	Hold	356	–	–	0.02%	373
2019 Q1	$23K	Hold	356	–	–	0.01%	376
2018 Q4	$21K	Hold	356	–	–	0.02%	358
2018 Q3	$21K	Hold	356	–	–	0.01%	377
2018 Q2	$22K	Hold	356	–	–	0.02%	370
2018 Q1	$22K	Buy	+356	New	+$21.7K	0.02%	372

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bedel Financial Consulting's UL Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Unilever (UL) stake by 8.1% in Q2 2026, selling an estimated $27K and leaving 5,298 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #234.

Bedel Financial Consulting first reported a position in UL in Q1 2018 and has held it in 33 quarters since. The position peaked at $422K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Bedel Financial Consulting held 5,298 shares of Unilever worth $319K as of Q2 2026.
Bedel Financial Consulting sold 467 Unilever shares in Q2 2026, an estimated $27K.
Unilever made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #234 holding.
Bedel Financial Consulting first reported a position in Unilever in Q1 2018 and has held it in 33 quarters since.
Bedel Financial Consulting's Unilever position peaked at $422K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.