BGAI
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Bruce G. Allen Investments’s Unilever UL Stock Holding History

Bruce G. Allen Investments’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 		$200K Buy
3,330
+184
+6% +$10.6K 0.13% 79
2026
Q1 		$179K Buy
3,146
+158
+5% +$10.6K 0.12% 85
2025
Q4 		$195K Buy
2,988
+332
+13% +$22.3K 0.13% 78
2025
Q3 		$177K Sell
2,656
-58
-2% -$4K 0.13% 83
2025
Q2 		$187K Sell
2,714
-305
-10% -$21.4K 0.14% 81
2025
Q1 		$202K Sell
3,019
-104
-3% -$6.71K 0.16% 73
2024
Q4 		$199K Sell
3,123
-109
-3% -$7.36K 0.16% 71
2024
Q3 		$236K Buy
3,232
+769
+31% +$53.2K 0.18% 66
2024
Q2 		$152K Sell
2,463
-343
-12% -$20.3K 0.13% 99
2024
Q1 		$158K Buy
2,806
+570
+25% +$31.6K 0.13% 94
2023
Q4 		$122K Buy
+2,236
New +$121K 0.11% 123

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

Bruce G. Allen Investments's UL Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Unilever (UL) stake by 5.8% in Q2 2026, buying an estimated $10.6K and bringing the position to 3,330 shares worth $200K. The position accounts for 0.13% of the portfolio, ranked #79.

Bruce G. Allen Investments first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $236K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Bruce G. Allen Investments held 3,330 shares of Unilever worth $200K as of Q2 2026.
  • Bruce G. Allen Investments bought 184 Unilever shares in Q2 2026, an estimated $10.6K.
  • Unilever made up 0.13% of Bruce G. Allen Investments's portfolio in Q2 2026, its #79 holding.
  • Bruce G. Allen Investments first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Unilever position peaked at $236K in Q3 2024.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.