Blume Capital Management’s Unilever UL Stock Holding History

Blume Capital Management’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	$61.4K	Hold	1,022	–	–	0.01%	189
2026 Q1	$58.2K	Buy	+1,022	New	+$68.5K	0.01%	183
2025 Q3	–	Sell	-4	Closed	-$245	–	440
2025 Q2	$245	Sell	4 -68	-94%	-$4.77K	﹤0.01%	409
2025 Q1	$4.82K	Buy	+72	New	+$4.64K	﹤0.01%	302
2024 Q3	–	Sell	-1,067	Closed	-$66K	–	360
2024 Q2	$66K	Hold	1,067	–	–	0.02%	164
2024 Q1	$60.2K	Hold	1,067	–	–	0.01%	169
2023 Q4	$58.2K	Hold	1,067	–	–	0.02%	167
2023 Q3	$59.3K	Hold	1,067	–	–	0.02%	161
2023 Q2	$62.6K	Sell	1,067 -133	-11%	-$7.9K	0.02%	153
2023 Q1	$70.1K	Hold	1,200	–	–	0.02%	149
2022 Q4	$68K	Hold	1,200	–	–	0.02%	146
2022 Q3	$59K	Sell	1,200 -443	-27%	-$23.1K	0.02%	143
2022 Q2	$85K	Buy	1,643 +443	+37%	+$22.6K	0.03%	134
2022 Q1	$62K	Hold	1,200	–	–	0.02%	151
2021 Q4	$73K	Hold	1,200	–	–	0.02%	156
2021 Q3	$73K	Sell	1,200 -103	-8%	-$6.56K	0.03%	151
2021 Q2	$86K	Hold	1,303	–	–	0.03%	136
2021 Q1	$82K	Buy	+1,303	New	+$83K	0.03%	126
2017 Q1	–	Sell	-178	Closed	-$8K	–	219
2016 Q4	$8K	Hold	178	–	–	﹤0.01%	171
2016 Q3	$9K	Buy	+178	New	+$9.4K	0.01%	159

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Blume Capital Management's UL Position: Q2 2026 in Review

Blume Capital Management held its Unilever (UL) position steady in Q2 2026 at 1,022 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #189.

Blume Capital Management first reported a position in UL in Q3 2016 and has held it in 20 quarters since. The position peaked at $86K in Q2 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Blume Capital Management held 1,022 shares of Unilever worth $61.4K as of Q2 2026.
Blume Capital Management left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #189 holding.
Blume Capital Management first reported a position in Unilever in Q3 2016 and has held it in 20 quarters since.
Blume Capital Management's Unilever position peaked at $86K in Q2 2021.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.