BC
UL icon

Broadwater Capital’s Unilever UL Stock Holding History

Broadwater Capital’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 		$77.4K Sell
1,288
-480
-27% -$27.7K 0.06% 92
2026
Q1 		$116K Hold
1,768
– – 0.09% 79
2025
Q4 		$116K Sell
1,768
-1,921
-52% -$129K 0.09% 79
2025
Q3 		$246K Sell
3,689
-221,961
-98% -$15.3M 0.18% 70
2025
Q2 		$254M Buy
225,650
+221,961
+6,017% +$15.6M 0.2% 70
2025
Q1 		$247K Hold
3,689
– – 0.19% 70
2024
Q4 		$235K Hold
3,689
– – 0.18% 72
2024
Q3 		$270K Hold
3,689
– – 0.2% 72
2024
Q2 		$228K Hold
3,689
– – 0.18% 73
2024
Q1 		$208K Hold
3,689
– – 0.16% 78
2023
Q4 		$201K Buy
+3,689
New +$199K 0.16% 78

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Broadwater Capital's UL Position: Q2 2026 in Review

Broadwater Capital reduced its Unilever (UL) stake by 27% in Q2 2026, selling an estimated $27.7K and leaving 1,288 shares worth $77.4K. The position accounts for 0.06% of the portfolio, ranked #92.

Broadwater Capital first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $254M in Q2 2025. 649 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Broadwater Capital held 1,288 shares of Unilever worth $77.4K as of Q2 2026.
  • Broadwater Capital sold 480 Unilever shares in Q2 2026, an estimated $27.7K.
  • Unilever made up 0.06% of Broadwater Capital's portfolio in Q2 2026, its #92 holding.
  • Broadwater Capital first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Unilever position peaked at $254M in Q2 2025.
  • 649 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.