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Blue Trust Inc’s Unilever UL Stock Holding History

Blue Trust Inc’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 		$839K Buy
13,959
+865
+7% +$50K 0.01% 337
2026
Q1 		$746K Buy
13,094
+723
+6% +$48.5K 0.01% 356
2025
Q4 		$809K Sell
12,371
-1,561
-11% -$105K 0.01% 333
2025
Q3 		$929K Buy
13,932
+1,355
+11% +$93.5K 0.01% 322
2025
Q2 		$866K Sell
12,577
-3,170
-20% -$222K 0.01% 312
2025
Q1 		$1.05M Buy
15,747
+3,711
+31% +$239K 0.01% 238
2024
Q4 		$768K Sell
12,036
-4,391
-27% -$297K 0.01% 274
2024
Q3 		$1.02M Buy
16,427
+6,868
+72% +$475K 0.01% 267
2024
Q2 		$540K Buy
9,559
+3,089
+48% +$183K 0.01% 356
2024
Q1 		$365K Buy
6,470
+516
+9% +$28.6K 0.01% 338
2023
Q4 		$331K Sell
5,954
-253
-4% -$13.7K 0.01% 314
2023
Q3 		$364K Buy
6,207
+3,231
+109% +$187K 0.01% 311
2023
Q2 		$174K Sell
2,976
-8,196
-73% -$487K ﹤0.01% 384
2023
Q1 		$632K Buy
11,172
+3,128
+39% +$178K 0.01% 248
2022
Q4 		$397K Buy
8,044
+4,408
+121% +$236K 0.01% 295
2022
Q3 		$187K Buy
3,636
+929
+34% +$48.5K ﹤0.01% 357
2022
Q2 		$139K Buy
+2,707
New +$138K ﹤0.01% 402

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

Blue Trust Inc's UL Position: Q2 2026 in Review

Blue Trust Inc increased its Unilever (UL) stake by 6.6% in Q2 2026, buying an estimated $50K and bringing the position to 13,959 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #337.

Blue Trust Inc first reported a position in UL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Blue Trust Inc held 13,959 shares of Unilever worth $839K as of Q2 2026.
  • Blue Trust Inc bought 865 Unilever shares in Q2 2026, an estimated $50K.
  • Unilever made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #337 holding.
  • Blue Trust Inc first reported a position in Unilever in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Unilever position peaked at $1.05M in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.