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Burkett Asset Management’s Unilever UL Stock Holding History

Burkett Asset 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 		$1.09M Buy
18,166
+4,045
+29% +$234K 1.02% 29
2026
Q1 		$804K Sell
14,121
-7,349
-34% -$493K 0.79% 35
2025
Q4 		$1.4M Buy
+21,470
New +$1.44M 1.42% 24

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Fisher Asset Management
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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 22.96% 1-Year Est. Return

Burkett Asset Management's UL Position: Q2 2026 in Review

Burkett Asset Management increased its Unilever (UL) stake by 29% in Q2 2026, buying an estimated $234K and bringing the position to 18,166 shares worth $1.09M. The position accounts for 1.02% of the portfolio, ranked #29.

Burkett Asset Management first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Burkett Asset Management held 18,166 shares of Unilever worth $1.09M as of Q2 2026.
  • Burkett Asset Management bought 4,045 Unilever shares in Q2 2026, an estimated $234K.
  • Unilever made up 1.02% of Burkett Asset Management's portfolio in Q2 2026, its #29 holding.
  • Burkett Asset Management first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Burkett Asset Management's Unilever position peaked at $1.4M in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.