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Berkshire Bank’s Unilever UL Stock Holding History

Berkshire Bank’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 		$2.55M Sell
42,436
-5,804
-12% -$336K 0.49% 43
2026
Q1 		$2.75M Sell
48,240
-4,608
-9% -$309K 0.56% 41
2025
Q4 		$3.46M Sell
52,848
-5,264
-9% -$354K 0.7% 34
2025
Q3 		$3.88M Sell
58,112
-1,820
-3% -$126K 0.83% 28
2025
Q2 		$4.12M Buy
59,932
+251
+0.4% +$17.6K 0.94% 25
2025
Q1 		$4M Buy
59,681
+1,358
+2% +$87.6K 0.97% 25
2024
Q4 		$3.72M Buy
58,323
+775
+1% +$52.3K 0.87% 26
2024
Q3 		$4.21M Buy
57,548
+4,302
+8% +$297K 0.99% 25
2024
Q2 		$3.29M Sell
53,246
-2,224
-4% -$131K 0.83% 29
2024
Q1 		$3.13M Buy
55,470
+2,588
+5% +$143K 0.78% 31
2023
Q4 		$2.88M Buy
52,882
+1,126
+2% +$60.7K 0.76% 33
2023
Q3 		$2.88M Buy
51,756
+2,277
+5% +$132K 0.83% 32
2023
Q2 		$2.9M Buy
49,479
+20,624
+71% +$1.22M 0.8% 33
2023
Q1 		$1.69M Buy
28,855
+1,697
+6% +$96.4K 0.5% 49
2022
Q4 		$1.54M Buy
27,158
+8,643
+47% +$463K 0.47% 50
2022
Q3 		$913K Buy
18,515
+1,695
+10% +$88.6K 0.28% 66
2022
Q2 		$867K Buy
16,820
+2,246
+15% +$114K 0.25% 69
2022
Q1 		$747K Buy
14,574
+4,038
+38% +$225K 0.18% 82
2021
Q4 		$638K Sell
10,536
-22,290
-68% -$1.32M 0.14% 89
2021
Q3 		$2M Sell
32,826
-3,522
-10% -$224K 0.49% 47
2021
Q2 		$2.39M Sell
36,348
-3,563
-9% -$237K 0.58% 41
2021
Q1 		$2.51M Sell
39,911
-11,726
-23% -$747K 0.63% 41
2020
Q4 		$3.51M Buy
51,637
+1,863
+4% +$126K 0.87% 28
2020
Q3 		$3.45M Buy
+49,774
New +$3.32M 0.92% 28

Other funds holding UL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Berkshire Bank's UL Position: Q2 2026 in Review

Berkshire Bank reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $336K and leaving 42,436 shares worth $2.55M. The position accounts for 0.49% of the portfolio, ranked #43.

Berkshire Bank first reported a position in UL in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.21M in Q3 2024. 535 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Berkshire Bank held 42,436 shares of Unilever worth $2.55M as of Q2 2026.
  • Berkshire Bank sold 5,804 Unilever shares in Q2 2026, an estimated $336K.
  • Unilever made up 0.49% of Berkshire Bank's portfolio in Q2 2026, its #43 holding.
  • Berkshire Bank first reported a position in Unilever in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Unilever position peaked at $4.21M in Q3 2024.
  • 535 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.