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Birch Hill Investment Advisors’s Unilever UL Stock Holding History

Birch Hill Investment Advisors’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 		$214K Hold
3,554
– – 0.01% 204
2026
Q1 		$202K Hold
3,554
– – 0.01% 194
2025
Q4 		$232K Sell
3,554
-2
-0.1% -$134 0.01% 188
2025
Q3 		$237K Hold
3,556
– – 0.01% 186
2025
Q2 		$245K Hold
3,556
– – 0.01% 184
2025
Q1 		$238K Sell
3,556
-1,795
-34% -$116K 0.01% 174
2024
Q4 		$341K Buy
5,351
+18
+0.3% +$1.22K 0.02% 156
2024
Q3 		$390K Hold
5,333
– – 0.02% 144
2024
Q2 		$330K Hold
5,333
– – 0.02% 147
2024
Q1 		$301K Sell
5,333
-178
-3% -$9.86K 0.01% 146
2023
Q4 		$301K Hold
5,511
– – 0.02% 140
2023
Q3 		$306K Buy
5,511
+1,155
+27% +$66.8K 0.02% 135
2023
Q2 		$255K Sell
4,356
-176
-4% -$10.5K 0.01% 143
2023
Q1 		$265K Sell
4,532
-126
-3% -$7.16K 0.02% 138
2022
Q4 		$264K Hold
4,658
– – 0.02% 136
2022
Q3 		$230K Hold
4,658
– – 0.02% 136
2022
Q2 		$240K Sell
4,658
-502
-10% -$25.6K 0.02% 139
2022
Q1 		$265K Sell
5,160
-924
-15% -$51.4K 0.01% 144
2021
Q4 		$368K Sell
6,084
-527
-8% -$31.3K 0.02% 140
2021
Q3 		$403K Sell
6,611
-311
-4% -$19.8K 0.02% 130
2021
Q2 		$456K Hold
6,922
– – 0.02% 124
2021
Q1 		$435K Hold
6,922
– – 0.02% 120
2020
Q4 		$470K Buy
+6,922
New +$470K 0.03% 111

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Birch Hill Investment Advisors's UL Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Unilever (UL) position steady in Q2 2026 at 3,554 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #204.

Birch Hill Investment Advisors first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $470K in Q4 2020. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Birch Hill Investment Advisors held 3,554 shares of Unilever worth $214K as of Q2 2026.
  • Birch Hill Investment Advisors left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #204 holding.
  • Birch Hill Investment Advisors first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Birch Hill Investment Advisors's Unilever position peaked at $470K in Q4 2020.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.