Caldwell Sutter Capital’s Unilever UL Stock Holding History

Caldwell Sutter Capital’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	$150K	Buy	2,497 +1,198	+92%	+$69.3K	0.06%	251
2026 Q1	$74K	Buy	1,299 +319	+33%	+$21.4K	0.03%	330
2025 Q4	$64.1K	Buy	980 +343	+54%	+$23.1K	0.03%	331
2025 Q3	$42.5K	Hold	637	–	–	0.02%	386
2025 Q2	$43.9K	Buy	637 +24	+4%	+$1.68K	0.02%	376
2025 Q1	$41.1K	Hold	613	–	–	0.02%	384
2024 Q4	$39.1K	Hold	613	–	–	0.02%	390
2024 Q3	$44.8K	Buy	613 +9	+1%	+$622	0.02%	378
2024 Q2	$37.4K	Buy	604 +44	+8%	+$2.6K	0.02%	396
2024 Q1	$31.6K	Buy	560 +77	+16%	+$4.27K	0.02%	405
2023 Q4	$26.3K	Hold	483	–	–	0.01%	424
2023 Q3	$26.8K	Sell	483 -173	-26%	-$10K	0.01%	397
2023 Q2	$38.5K	Buy	656 +526	+405%	+$31.2K	0.02%	357
2023 Q1	$7.58K	Buy	+130	New	+$7.39K	0.01%	414

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

Caldwell Sutter Capital's UL Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Unilever (UL) stake by 92% in Q2 2026, buying an estimated $69.3K and bringing the position to 2,497 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #251.

Caldwell Sutter Capital first reported a position in UL in Q1 2023 and has held it in 14 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Caldwell Sutter Capital held 2,497 shares of Unilever worth $150K as of Q2 2026.
Caldwell Sutter Capital bought 1,198 Unilever shares in Q2 2026, an estimated $69.3K.
Unilever made up 0.06% of Caldwell Sutter Capital's portfolio in Q2 2026, its #251 holding.
Caldwell Sutter Capital first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.