BFS
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BridgePort Financial Solutions’s Unilever UL Stock Holding History

BridgePort Financial Solutions’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 		$427K Buy
7,105
+347
+5% +$20.1K 0.11% 147
2026
Q1 		$385K Buy
6,758
+205
+3% +$13.7K 0.11% 147
2025
Q4 		$429K Buy
6,553
+270
+4% +$18.1K 0.12% 142
2025
Q3 		$419K Buy
6,283
+264
+4% +$18.2K 0.11% 143
2025
Q2 		$414K Sell
6,019
-52
-0.9% -$3.65K 0.14% 125
2025
Q1 		$407K Buy
6,071
+8
+0.1% +$516 0.18% 107
2024
Q4 		$385K Buy
+6,063
New +$409K 0.17% 108

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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

BridgePort Financial Solutions's UL Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Unilever (UL) stake by 5.1% in Q2 2026, buying an estimated $20.1K and bringing the position to 7,105 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #147.

BridgePort Financial Solutions first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • BridgePort Financial Solutions held 7,105 shares of Unilever worth $427K as of Q2 2026.
  • BridgePort Financial Solutions bought 347 Unilever shares in Q2 2026, an estimated $20.1K.
  • Unilever made up 0.11% of BridgePort Financial Solutions's portfolio in Q2 2026, its #147 holding.
  • BridgePort Financial Solutions first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's Unilever position peaked at $429K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.