Brookstone Capital Management’s Unilever UL Stock Holding History

Brookstone Capital 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	$380K	Buy	6,319 +691	+12%	+$39.9K	﹤0.01%	1015
2026 Q1	$321K	Buy	5,628 +465	+9%	+$31.2K	﹤0.01%	1011
2025 Q4	$338K	Buy	5,163 +1,470	+40%	+$98.8K	﹤0.01%	957
2025 Q3	$246K	Buy	3,693 +353	+11%	+$24.4K	﹤0.01%	1039
2025 Q2	$230K	Buy	3,340 +46	+1%	+$3.23K	﹤0.01%	978
2025 Q1	$221K	Buy	+3,294	New	+$213K	﹤0.01%	954
2024 Q4	–	Sell	-3,092	Closed	-$226K	–	1059
2024 Q3	$226K	Buy	+3,092	New	+$214K	﹤0.01%	928
2022 Q1	–	Sell	-3,314	Closed	-$201K	–	858
2021 Q4	$201K	Buy	+3,314	New	+$197K	﹤0.01%	718
2021 Q3	–	Sell	-4,036	Closed	-$272K	–	789
2021 Q2	$272K	Buy	+4,036	New	+$268K	﹤0.01%	615
2018 Q1	–	Sell	-3,397	Closed	-$211K	–	361
2017 Q4	$211K	Sell	3,397 -251	-7%	-$15.9K	0.02%	298
2017 Q3	$238K	Buy	3,648 +172	+5%	+$11.1K	0.02%	292
2017 Q2	$212K	Buy	+3,476	New	+$207K	0.02%	287
2017 Q1	–	Sell	-4,488	Closed	-$205K	–	279
2016 Q4	$205K	Sell	4,488 -467	-9%	-$21.8K	0.02%	227
2016 Q3	$264K	Sell	4,955 -163	-3%	-$8.61K	0.03%	201
2016 Q2	$276K	Buy	5,118 +668	+15%	+$34.3K	0.04%	197
2016 Q1	$226K	Sell	4,450 -1,626	-27%	-$79.1K	0.03%	211
2015 Q4	$295K	Buy	6,076 +364	+6%	+$17.8K	0.06%	122
2015 Q3	$262K	Sell	5,712 -3,509	-38%	-$168K	0.05%	141
2015 Q2	$446K	Sell	9,221 -3,128	-25%	-$155K	0.06%	143
2015 Q1	$579K	Buy	12,349 +3,370	+38%	+$162K	0.09%	109
2014 Q4	$409K	Buy	8,979 +1,789	+25%	+$82.1K	0.07%	115
2014 Q3	$339K	Buy	7,190 +1,458	+25%	+$72K	0.06%	117
2014 Q2	$292K	Buy	+5,732	New	+$287K	0.06%	87

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

Brookstone Capital Management's UL Position: Q2 2026 in Review

Brookstone Capital Management increased its Unilever (UL) stake by 12% in Q2 2026, buying an estimated $39.9K and bringing the position to 6,319 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Brookstone Capital Management first reported a position in UL in Q2 2014 and has held it in 23 quarters since. The position peaked at $579K in Q1 2015. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Brookstone Capital Management held 6,319 shares of Unilever worth $380K as of Q2 2026.
Brookstone Capital Management bought 691 Unilever shares in Q2 2026, an estimated $39.9K.
Unilever made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1015 holding.
Brookstone Capital Management first reported a position in Unilever in Q2 2014 and has held it in 23 quarters since.
Brookstone Capital Management's Unilever position peaked at $579K in Q1 2015.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.