Brinker Capital Investments’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.09M Sell
134,608
-36,980
-22% -$2.14M 0.06% 276
2026
Q1
$9.78M Sell
171,588
-5,073
-3% -$340K 0.08% 209
2025
Q4
$11.6M Buy
176,661
+1,505
+0.9% +$101K 0.08% 216
2025
Q3
$11.7M Buy
175,156
+25,938
+17% +$1.79M 0.09% 197
2025
Q2
$10.3M Buy
149,218
+1,202
+0.8% +$84.3K 0.09% 209
2025
Q1
$9.92M Sell
148,016
-32,944
-18% -$2.13M 0.1% 202
2024
Q4
$11.5M Sell
180,960
-3,443
-2% -$233K 0.12% 163
2024
Q3
$13.5M Buy
184,403
+9,252
+5% +$640K 0.13% 147
2024
Q2
$10.8M Buy
175,151
+39,029
+29% +$2.31M 0.11% 175
2024
Q1
$7.69M Buy
136,122
+15,195
+13% +$842K 0.08% 244
2023
Q4
$6.7M Sell
120,927
-27,396
-18% -$1.48M 0.08% 246
2023
Q3
$8.24M Buy
148,323
+3,601
+2% +$208K 0.1% 200
2023
Q2
$8.49M Buy
144,722
+331
+0.2% +$19.7K 0.09% 217
2023
Q1
$8.44M Buy
144,391
+18,064
+14% +$1.03M 0.1% 181
2022
Q4
$7.16M Buy
126,327
+29,809
+31% +$1.6M 0.14% 154
2022
Q3
$4.76M Sell
96,518
-8,142
-8% -$425K 0.1% 209
2022
Q2
$5.4M Buy
104,660
+32,752
+46% +$1.67M 0.1% 198
2022
Q1
$3.69M Sell
71,908
-28,503
-28% -$1.59M 0.06% 319
2021
Q4
$6.08M Buy
100,411
+1,839
+2% +$109K 0.09% 231
2021
Q3
$6.49M Hold
98,572
0.1% 199
2021
Q2
$6.49M Buy
98,572
+15,042
+18% +$1M 0.09% 244
2021
Q1
$5.25M Buy
83,530
+60,926
+270% +$3.88M 0.08% 259
2020
Q4
$1.53M Sell
22,604
-30,880
-58% -$2.1M 0.02% 607
2020
Q3
$3.71M Buy
+53,484
New +$3.57M 0.06% 299
2020
Q1
Sell
-22
Closed -$1K 723
2019
Q4
$1K Hold
22
﹤0.01% 789
2019
Q3
$2K Hold
22
﹤0.01% 706
2019
Q2
$2K Hold
22
﹤0.01% 892
2019
Q1
$1K Buy
+22
New +$1.34K ﹤0.01% 807
2018
Q3
Sell
-89
Closed -$6K 698
2018
Q2
$6K Buy
+89
New +$5.53K ﹤0.01% 531
2014
Q2
Sell
-533
Closed -$26K 405
2014
Q1
$26K Buy
+533
New +$24.1K ﹤0.01% 311

Other funds holding UL

Brinker Capital Investments's UL Position: Q2 2026 in Review

Brinker Capital Investments reduced its Unilever (UL) stake by 22% in Q2 2026, selling an estimated $2.14M and leaving 134,608 shares worth $8.09M. The position accounts for 0.06% of the portfolio, ranked #276.

Brinker Capital Investments first reported a position in UL in Q1 2014 and has held it in 30 quarters since. The position peaked at $13.5M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Brinker Capital Investments held 134,608 shares of Unilever worth $8.09M as of Q2 2026.
  • Brinker Capital Investments sold 36,980 Unilever shares in Q2 2026, an estimated $2.14M.
  • Unilever made up 0.06% of Brinker Capital Investments's portfolio in Q2 2026, its #276 holding.
  • Brinker Capital Investments first reported a position in Unilever in Q1 2014 and has held it in 30 quarters since.
  • Brinker Capital Investments's Unilever position peaked at $13.5M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.