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Beutel, Goodman & Co’s Unilever UL Stock Holding History

Beutel, Goodman & Co’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 		$695K Buy
11,572
+2,190
+23% +$127K 0.01% 112
2026
Q1 		$534K Buy
9,382
+2,084
+29% +$140K ﹤0.01% 112
2025
Q4 		$477K Sell
7,298
-66
-0.9% -$4.44K ﹤0.01% 113
2025
Q3 		$491K Sell
7,364
-72
-1% -$4.97K ﹤0.01% 110
2025
Q2 		$511K Hold
7,436
– – ﹤0.01% 111
2025
Q1 		$498K Buy
7,436
+312
+4% +$20.1K ﹤0.01% 114
2024
Q4 		$454K Sell
7,124
-547
-7% -$36.9K ﹤0.01% 67
2024
Q3 		$560K Sell
7,671
-862
-10% -$59.6K ﹤0.01% 66
2024
Q2 		$527K Hold
8,533
– – ﹤0.01% 67
2024
Q1 		$481K Buy
8,533
+2,951
+53% +$163K ﹤0.01% 67
2023
Q4 		$304K Buy
5,582
+1,644
+42% +$88.7K ﹤0.01% 70
2023
Q3 		$218K Hold
3,938
– – ﹤0.01% 69
2023
Q2 		$230K Hold
3,938
– – ﹤0.01% 67
2023
Q1 		$230K Sell
3,938
-169
-4% -$9.6K ﹤0.01% 67
2022
Q4 		$232K Sell
4,107
-1,453
-26% -$77.8K ﹤0.01% 65
2022
Q3 		$274K Buy
5,560
+204
+4% +$10.7K ﹤0.01% 65
2022
Q2 		$276K Sell
5,356
-168
-3% -$8.56K ﹤0.01% 65
2022
Q1 		$283K Buy
5,524
+426
+8% +$23.7K ﹤0.01% 63
2021
Q4 		$308K Buy
+5,098
New +$303K ﹤0.01% 60
2019
Q4 		– Sell
-71,731
Closed -$4.89M – 71
2019
Q3 		$4.89M Buy
+71,731
New +$4.97M 0.03% 57

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

Beutel, Goodman & Co's UL Position: Q2 2026 in Review

Beutel, Goodman & Co increased its Unilever (UL) stake by 23% in Q2 2026, buying an estimated $127K and bringing the position to 11,572 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #112.

Beutel, Goodman & Co first reported a position in UL in Q3 2019 and has held it in 20 quarters since. The position peaked at $4.89M in Q3 2019. 1,189 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Beutel, Goodman & Co held 11,572 shares of Unilever worth $695K as of Q2 2026.
  • Beutel, Goodman & Co bought 2,190 Unilever shares in Q2 2026, an estimated $127K.
  • Unilever made up 0.01% of Beutel, Goodman & Co's portfolio in Q2 2026, its #112 holding.
  • Beutel, Goodman & Co first reported a position in Unilever in Q3 2019 and has held it in 20 quarters since.
  • Beutel, Goodman & Co's Unilever position peaked at $4.89M in Q3 2019.
  • 1,189 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Beutel, Goodman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.