BDFN
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Bond & Devick Financial Network’s Unilever UL Stock Holding History

Bond & Devick Financial Network’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 		$523K Hold
8,697
– – 0.13% 107
2026
Q1 		$495K Hold
8,697
– – 0.14% 101
2025
Q4 		$569K Buy
8,697
+173
+2% +$11.6K 0.16% 86
2025
Q3 		$568K Buy
8,524
+712
+9% +$49.1K 0.17% 87
2025
Q2 		$538K Sell
7,812
-445
-5% -$31.2K 0.18% 83
2025
Q1 		$553K Buy
8,257
+25
+0.3% +$1.61K 0.2% 78
2024
Q4 		$602K Hold
8,232
– – 0.26% 72
2024
Q3 		$602K Hold
8,232
– – 0.26% 72
2024
Q2 		$509K Buy
8,232
+42
+0.5% +$2.48K 0.27% 71
2024
Q1 		$462K Sell
8,190
-73
-0.9% -$4.04K 0.25% 79
2023
Q4 		$451K Buy
8,263
+14
+0.2% +$755 0.26% 77
2023
Q3 		$458K Buy
8,249
+314
+4% +$18.1K 0.29% 69
2023
Q2 		$465K Hold
7,935
– – 0.29% 70
2023
Q1 		$464K Sell
7,935
-187
-2% -$10.6K 0.3% 71
2022
Q4 		$460K Buy
8,122
+800
+11% +$42.8K 0.33% 65
2022
Q3 		$361K Buy
7,322
+489
+7% +$25.5K 0.3% 72
2022
Q2 		$352K Sell
6,833
-3,502
-34% -$178K 0.31% 77
2022
Q1 		$530K Sell
10,335
-517
-5% -$28.8K 0.42% 56
2021
Q4 		$657K Buy
10,852
+623
+6% +$37K 0.49% 48
2021
Q3 		$624K Buy
10,229
+111
+1% +$7.07K 0.52% 49
2021
Q2 		$666K Hold
10,118
– – 0.55% 48
2021
Q1 		$636K Sell
10,118
-2,173
-18% -$138K 0.59% 45
2020
Q4 		$835K Buy
+12,291
New +$834K 0.95% 32

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

Bond & Devick Financial Network's UL Position: Q2 2026 in Review

Bond & Devick Financial Network held its Unilever (UL) position steady in Q2 2026 at 8,697 shares worth $523K. The position accounts for 0.13% of the portfolio, ranked #107.

Bond & Devick Financial Network first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $835K in Q4 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Bond & Devick Financial Network held 8,697 shares of Unilever worth $523K as of Q2 2026.
  • Bond & Devick Financial Network left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.13% of Bond & Devick Financial Network's portfolio in Q2 2026, its #107 holding.
  • Bond & Devick Financial Network first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's Unilever position peaked at $835K in Q4 2020.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.