Cambridge Investment Research Advisors
UL icon

Cambridge Investment Research Advisors’s Unilever UL Stock Holding History

Cambridge Investment Research Advisors’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 		$6.38M Sell
106,169
-810
-0.8% -$46.8K 0.01% 888
2026
Q1 		$6.09M Sell
106,979
-2,215
-2% -$148K 0.02% 858
2025
Q4 		$7.14M Buy
109,194
+2,577
+2% +$173K 0.02% 742
2025
Q3 		$7.11M Buy
106,617
+25,100
+31% +$1.73M 0.02% 724
2025
Q2 		$5.61M Buy
81,517
+3,585
+5% +$252K 0.02% 792
2025
Q1 		$5.22M Buy
77,932
+649
+0.8% +$41.9K 0.02% 781
2024
Q4 		$4.93M Sell
77,283
-3,841
-5% -$259K 0.02% 809
2024
Q3 		$5.93M Sell
81,124
-1,759
-2% -$122K 0.02% 719
2024
Q2 		$5.13M Sell
82,883
-4,305
-5% -$254K 0.02% 745
2024
Q1 		$4.92M Sell
87,188
-5,609
-6% -$311K 0.02% 752
2023
Q4 		$5.06M Sell
92,797
-12,474
-12% -$673K 0.02% 700
2023
Q3 		$5.85M Buy
105,271
+3,347
+3% +$193K 0.03% 587
2023
Q2 		$5.98M Buy
101,924
+2,241
+2% +$133K 0.03% 579
2023
Q1 		$5.82M Buy
99,683
+4,367
+5% +$248K 0.03% 560
2022
Q4 		$5.4M Buy
95,316
+1,494
+2% +$80K 0.03% 572
2022
Q3 		$4.63M Buy
93,822
+2,447
+3% +$128K 0.03% 606
2022
Q2 		$4.71M Buy
91,375
+15,099
+20% +$769K 0.03% 606
2022
Q1 		$3.91M Buy
76,276
+8,728
+13% +$486K 0.02% 757
2021
Q4 		$4.09M Sell
67,548
-9,304
-12% -$553K 0.02% 740
2021
Q3 		$4.69M Buy
76,852
+612
+0.8% +$39K 0.02% 639
2021
Q2 		$5.02M Buy
76,240
+5,831
+8% +$388K 0.02% 616
2021
Q1 		$4.42M Buy
70,409
+2,475
+4% +$158K 0.02% 612
2020
Q4 		$4.61M Buy
67,934
+26,634
+64% +$1.81M 0.03% 554
2020
Q3 		$2.87M Sell
41,300
-1,928
-4% -$129K 0.02% 641
2020
Q2 		$2.67M Buy
43,228
+7,794
+22% +$466K 0.02% 654
2020
Q1 		$2.02M Sell
35,434
-4,159
-11% -$261K 0.02% 663
2019
Q4 		$2.55M Buy
39,593
+1,666
+4% +$111K 0.02% 687
2019
Q3 		$2.56M Buy
37,927
+792
+2% +$54.9K 0.02% 654
2019
Q2 		$2.59M Buy
37,135
+661
+2% +$44.9K 0.02% 620
2019
Q1 		$2.37M Sell
36,474
-668
-2% -$40.7K 0.02% 650
2018
Q4 		$2.18M Buy
37,142
+1,242
+3% +$74.9K 0.02% 603
2018
Q3 		$2.22M Buy
35,900
+432
+1% +$27.2K 0.02% 651
2018
Q2 		$2.21M Sell
35,468
-1,432
-4% -$89K 0.02% 614
2018
Q1 		$2.31M Sell
36,900
-46,632
-56% -$2.84M 0.03% 583
2017
Q4 		$5.2M Buy
83,532
+4,305
+5% +$273K 0.06% 298
2017
Q3 		$5.17M Buy
79,227
+5,451
+7% +$350K 0.07% 273
2017
Q2 		$4.49M Buy
73,776
+6,243
+9% +$372K 0.07% 280
2017
Q1 		$3.75M Buy
67,533
+33,581
+99% +$1.7M 0.06% 287
2016
Q4 		$1.55M Buy
33,952
+10
+0% +$466 0.03% 512
2016
Q3 		$1.81M Sell
33,942
-1,908
-5% -$101K 0.03% 456
2016
Q2 		$1.93M Buy
35,850
+1,616
+5% +$83K 0.04% 389
2016
Q1 		$1.74M Buy
34,234
+171
+0.5% +$8.32K 0.04% 387
2015
Q4 		$1.65M Sell
34,063
-1,917
-5% -$93.5K 0.04% 397
2015
Q3 		$1.65M Buy
35,980
+3,484
+11% +$167K 0.05% 349
2015
Q2 		$1.57M Buy
32,496
+795
+3% +$39.3K 0.04% 368
2015
Q1 		$1.49M Sell
31,701
-1,859
-6% -$89.1K 0.04% 371
2014
Q4 		$1.53M Buy
33,560
+6,628
+25% +$304K 0.05% 358
2014
Q3 		$1.27M Sell
26,932
-802
-3% -$39.6K 0.04% 436
2014
Q2 		$1.41M Buy
27,734
+1,806
+7% +$90.5K 0.05% 356
2014
Q1 		$1.25M Buy
25,928
+10,228
+65% +$462K 0.05% 368
2013
Q4 		$728K Buy
15,700
+3,941
+34% +$176K 0.03% 494
2013
Q3 		$510K Sell
11,759
-965
-8% -$43.8K 0.02% 619
2013
Q2 		$579K Buy
+12,724
New +$604K 0.03% 487

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Cambridge Investment Research Advisors's UL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Unilever (UL) stake by 0.76% in Q2 2026, selling an estimated $46.8K and leaving 106,169 shares worth $6.38M. The position accounts for 0.01% of the portfolio, ranked #888.

Cambridge Investment Research Advisors first reported a position in UL in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.14M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cambridge Investment Research Advisors held 106,169 shares of Unilever worth $6.38M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 810 Unilever shares in Q2 2026, an estimated $46.8K.
  • Unilever made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #888 holding.
  • Cambridge Investment Research Advisors first reported a position in Unilever in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Unilever position peaked at $7.14M in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.