Byrne Asset Management’s Unilever UL Stock Holding History

Byrne 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	$334K	Sell	5,560 -254	-4%	-$14.7K	0.18%	94
2026 Q1	$331K	Sell	5,814 -592	-9%	-$39.7K	0.19%	93
2025 Q4	$419K	Sell	6,406 -505	-7%	-$33.9K	0.23%	87
2025 Q3	$461K	Sell	6,911 -2,062	-23%	-$142K	0.28%	75
2025 Q2	$618K	Buy	+8,973	New	+$630K	0.41%	70
2025 Q1	–	Hold	0	–	–	–	63
2024 Q4	–	Sell	-6,578	Closed	-$444K	–	63
2024 Q3	$481K	Buy	+6,578	New	+$455K	0.33%	71
2024 Q2	–	Hold	0	–	–	–	72
2024 Q1	–	Hold	0	–	–	–	82
2023 Q4	–	Sell	-9,037	Closed	-$488K	–	72
2023 Q3	$502K	Hold	9,037	–	–	0.42%	68
2023 Q2	$530K	Buy	9,037 +8,977	+14,962%	+$533K	0.34%	89
2023 Q1	$3K	Buy	+60	New	+$3.41K	﹤0.01%	524

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

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

Byrne Asset Management reduced its Unilever (UL) stake by 4.4% in Q2 2026, selling an estimated $14.7K and leaving 5,560 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #94.

Byrne Asset Management first reported a position in UL in Q1 2023 and has held it in 9 quarters since. The position peaked at $618K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Byrne Asset Management held 5,560 shares of Unilever worth $334K as of Q2 2026.
Byrne Asset Management sold 254 Unilever shares in Q2 2026, an estimated $14.7K.
Unilever made up 0.18% of Byrne Asset Management's portfolio in Q2 2026, its #94 holding.
Byrne Asset Management first reported a position in Unilever in Q1 2023 and has held it in 9 quarters since.
Byrne Asset Management's Unilever position peaked at $618K in Q2 2025.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.