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BTC Capital Management’s Unilever UL Stock Holding History

BTC 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 		$4.12M Buy
68,516
+8,232
+14% +$476K 0.25% 91
2026
Q1 		$3.43M Buy
60,284
+11,966
+25% +$802K 0.23% 96
2025
Q4 		$3.16M Buy
48,318
+2,684
+6% +$180K 0.22% 97
2025
Q3 		$3.04M Buy
45,634
+8,664
+23% +$598K 0.21% 96
2025
Q2 		$2.54M Buy
36,970
+670
+2% +$47K 0.21% 91
2025
Q1 		$2.43M Buy
36,300
+2,560
+8% +$165K 0.22% 91
2024
Q4 		$2.14M Buy
33,740
+2,616
+8% +$177K 0.2% 92
2024
Q3 		$2.27M Buy
31,124
+1,555
+5% +$107K 0.2% 90
2024
Q2 		$1.83M Sell
29,569
-2,971
-9% -$176K 0.17% 104
2024
Q1 		$1.84M Buy
+32,540
New +$1.8M 0.17% 110
2023
Q3 		$1.6M Buy
28,803
+3,219
+13% +$186K 0.18% 111
2023
Q2 		$1.49M Sell
25,584
-20
-0.1% -$1.19K 0.16% 116
2023
Q1 		$1.47M Sell
25,604
-2,182
-8% -$124K 0.17% 110
2022
Q4 		$1.57M Buy
27,786
+5,247
+23% +$281K 0.19% 111
2022
Q3 		$1.11M Buy
22,539
+2,611
+13% +$136K 0.15% 117
2022
Q2 		$1.02M Sell
19,928
-484
-2% -$24.7K 0.13% 122
2022
Q1 		$1.04M Buy
20,412
+887
+5% +$49.4K 0.1% 135
2021
Q4 		$1.18M Buy
19,525
+1,445
+8% +$85.8K 0.12% 128
2021
Q3 		$1.1M Buy
18,080
+452
+3% +$28.8K 0.12% 126
2021
Q2 		$1.16M Sell
17,628
-1,599
-8% -$106K 0.13% 111
2021
Q1 		$1.2M Buy
19,227
+1,068
+6% +$68K 0.13% 113
2020
Q4 		$1.23M Buy
+18,159
New +$1.23M 0.15% 111

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 22.94% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

BTC Capital Management increased its Unilever (UL) stake by 14% in Q2 2026, buying an estimated $476K and bringing the position to 68,516 shares worth $4.12M. The position accounts for 0.25% of the portfolio, ranked #91.

BTC Capital Management first reported a position in UL in Q4 2020 and has held it in 22 quarters since. 609 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • BTC Capital Management held 68,516 shares of Unilever worth $4.12M as of Q2 2026.
  • BTC Capital Management bought 8,232 Unilever shares in Q2 2026, an estimated $476K.
  • Unilever made up 0.25% of BTC Capital Management's portfolio in Q2 2026, its #91 holding.
  • BTC Capital Management first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • 609 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.