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Cape Investment Advisory’s Unilever UL Stock Holding History

Cape Investment Advisory’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 		$133K Buy
+2,208
New +$128K 0.04% 295
2026
Q1 		– Sell
-2,651
Closed -$173K – 1142
2025
Q4 		$173K Buy
2,651
+1,263
+91% +$84.9K 0.05% 224
2025
Q3 		$92.5K Sell
1,388
-1,309
-49% -$90.3K 0.09% 171
2025
Q2 		$186K Buy
2,697
+195
+8% +$13.7K 0.07% 191
2025
Q1 		$168K Buy
2,502
+285
+13% +$18.4K 0.07% 192
2024
Q4 		$141K Buy
2,217
+298
+16% +$20.1K 0.06% 208
2024
Q3 		$140K Buy
1,919
+424
+28% +$29.3K 0.06% 205
2024
Q2 		$92.5K Buy
1,495
+11
+0.7% +$650 0.04% 231
2024
Q1 		$83.9K Sell
1,484
-54
-4% -$2.99K 0.04% 240
2023
Q4 		$83.9K Sell
1,538
-82
-5% -$4.42K 0.04% 260
2023
Q3 		$90K Buy
1,620
+72
+5% +$4.16K 0.05% 218
2023
Q2 		$90.8K Buy
1,548
+439
+40% +$26.1K 0.05% 210
2023
Q1 		$64.8K Buy
+1,109
New +$63K 0.04% 234

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

Cape Investment Advisory's UL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Unilever (UL) in Q2 2026: 2,208 shares worth $133K. The stake represents 0.04% of the portfolio and ranks #295 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UL as recently as Q4 2025.

Cape Investment Advisory first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $186K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cape Investment Advisory held 2,208 shares of Unilever worth $133K as of Q2 2026.
  • Unilever was a new Cape Investment Advisory position in Q2 2026.
  • Unilever made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #295 holding.
  • Cape Investment Advisory first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Unilever position peaked at $186K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.