Burk Holdings’s Unilever UL Stock Holding History

Burk Holdings’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	$962	Hold	16	–	–	﹤0.01%	582
2026 Q1	$912	Buy	+16	New	+$1.07K	﹤0.01%	604

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

Burk Holdings's UL Position: Q2 2026 in Review

Burk Holdings held its Unilever (UL) position steady in Q2 2026 at 16 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Burk Holdings first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Burk Holdings held 16 shares of Unilever worth $962 as of Q2 2026.
Burk Holdings left its Unilever share count unchanged in Q2 2026.
Unilever made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #582 holding.
Burk Holdings first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.