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Berkeley Capital Partners’s Unilever UL Stock Holding History

Berkeley Capital Partners’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 		$1.1M Buy
18,359
+495
+3% +$28.6K 0.23% 91
2026
Q1 		$1.02M Buy
17,864
+3,338
+23% +$224K 0.24% 92
2025
Q4 		$950K Buy
14,526
+2,547
+21% +$171K 0.22% 90
2025
Q3 		$799K Sell
11,979
-254
-2% -$17.5K 0.19% 101
2025
Q2 		$842K Sell
12,233
-336
-3% -$23.6K 0.21% 91
2025
Q1 		$842K Buy
12,569
+12
+0.1% +$774 0.23% 90
2024
Q4 		$801K Buy
12,557
+75
+0.6% +$5.07K 0.22% 91
2024
Q3 		$912K Sell
12,482
-446
-3% -$30.8K 0.26% 87
2024
Q2 		$800K Sell
12,928
-86
-0.7% -$5.08K 0.24% 83
2024
Q1 		$735K Sell
13,014
-14,909
-53% -$826K 0.22% 86
2023
Q4 		$1.52M Sell
27,923
-3,139
-10% -$169K 0.5% 32
2023
Q3 		$1.73M Buy
31,062
+484
+2% +$28K 0.62% 27
2023
Q2 		$1.79M Buy
30,578
+1,620
+6% +$96.2K 0.64% 28
2023
Q1 		$1.69M Buy
28,958
+1,229
+4% +$69.8K 0.63% 27
2022
Q4 		$1.57M Buy
27,729
+1,376
+5% +$73.6K 0.61% 31
2022
Q3 		$1.3M Buy
26,353
+6,425
+32% +$336K 0.56% 27
2022
Q2 		$1.03M Buy
19,928
+3,043
+18% +$155K 0.42% 42
2022
Q1 		$866K Buy
16,885
+13,101
+346% +$729K 0.35% 56
2021
Q4 		$229K Buy
+3,784
New +$225K 0.09% 137

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

Berkeley Capital Partners's UL Position: Q2 2026 in Review

Berkeley Capital Partners increased its Unilever (UL) stake by 2.8% in Q2 2026, buying an estimated $28.6K and bringing the position to 18,359 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #91.

Berkeley Capital Partners first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Berkeley Capital Partners held 18,359 shares of Unilever worth $1.1M as of Q2 2026.
  • Berkeley Capital Partners bought 495 Unilever shares in Q2 2026, an estimated $28.6K.
  • Unilever made up 0.23% of Berkeley Capital Partners's portfolio in Q2 2026, its #91 holding.
  • Berkeley Capital Partners first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • Berkeley Capital Partners's Unilever position peaked at $1.79M in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.