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Bridges Investment Management’s Unilever UL Stock Holding History

Bridges Investment 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 		$1.72M Buy
28,576
+16,220
+131% +$938K 0.02% 219
2026
Q1 		$704K Buy
12,356
+3,881
+46% +$260K 0.01% 271
2025
Q4 		$554K Buy
8,475
+128
+2% +$8.6K 0.01% 287
2025
Q3 		$557K Hold
8,347
– – 0.01% 289
2025
Q2 		$574K Sell
8,347
-2,933
-26% -$206K 0.01% 278
2025
Q1 		$756K Hold
11,280
– – 0.01% 256
2024
Q4 		$720K Hold
11,280
– – 0.01% 247
2024
Q3 		$824K Sell
11,280
-4,764
-30% -$329K 0.01% 219
2024
Q2 		$993K Buy
+16,044
New +$948K 0.02% 192

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 22.9% 1-Year Est. Return

Bridges Investment Management's UL Position: Q2 2026 in Review

Bridges Investment Management increased its Unilever (UL) stake by 131% in Q2 2026, buying an estimated $938K and bringing the position to 28,576 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #219.

Bridges Investment Management first reported a position in UL in Q2 2024 and has held it in 9 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Bridges Investment Management held 28,576 shares of Unilever worth $1.72M as of Q2 2026.
  • Bridges Investment Management bought 16,220 Unilever shares in Q2 2026, an estimated $938K.
  • Unilever made up 0.02% of Bridges Investment Management's portfolio in Q2 2026, its #219 holding.
  • Bridges Investment Management first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.