Boyd Watterson Asset Management’s Unilever UL Stock Holding History

Boyd Watterson Asset 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	$43.6K	Hold	726	–	–	0.01%	197
2026 Q1	$41.4K	Hold	726	–	–	0.01%	195
2025 Q4	$47.5K	Buy	726 +153	+27%	+$10.3K	0.01%	190
2025 Q3	$38.2K	Sell	573 -65	-10%	-$4.49K	0.01%	198
2025 Q2	$43.9K	Hold	638	–	–	0.01%	190
2025 Q1	$42.8K	Hold	638	–	–	0.01%	193
2024 Q4	$40.7K	Hold	638	–	–	0.01%	197
2024 Q3	$46.6K	Sell	638 -297	-32%	-$20.5K	0.01%	188
2024 Q2	$57.8K	Hold	935	–	–	0.02%	174
2024 Q1	$52.8K	Hold	935	–	–	0.02%	179
2023 Q4	$51K	Hold	935	–	–	0.02%	182
2023 Q3	$52K	Sell	935 -889	-49%	-$51.4K	0.02%	177
2023 Q2	$107K	Sell	1,824 -7,111	-80%	-$422K	0.04%	144
2023 Q1	$522K	Hold	8,935	–	–	0.21%	90
2022 Q4	$506K	Hold	8,935	–	–	0.21%	92
2022 Q3	$441K	Buy	8,935 +133	+2%	+$6.95K	0.2%	94
2022 Q2	$454K	Buy	+8,802	New	+$448K	0.19%	99
2013 Q4	–	Sell	-19,145	Closed	-$831K	–	177
2013 Q3	$831K	Buy	19,145 +347	+2%	+$15.7K	0.4%	65
2013 Q2	$855K	Buy	+18,798	New	+$893K	0.43%	61

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

Boyd Watterson Asset Management's UL Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Unilever (UL) position steady in Q2 2026 at 726 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #197.

Boyd Watterson Asset Management first reported a position in UL in Q2 2013 and has held it in 19 quarters since. The position peaked at $855K in Q2 2013. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Boyd Watterson Asset Management held 726 shares of Unilever worth $43.6K as of Q2 2026.
Boyd Watterson Asset Management left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #197 holding.
Boyd Watterson Asset Management first reported a position in Unilever in Q2 2013 and has held it in 19 quarters since.
Boyd Watterson Asset Management's Unilever position peaked at $855K in Q2 2013.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.