Capital Analysts LLC’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $225K | Buy |
3,748
+187
| +5% | +$10.8K | 0.01% | 666 |
|
|
2026
Q1 | $203K | Buy |
3,561
+31
| +0.9% | +$2.08K | 0.01% | 637 |
|
|
2025
Q4 | $231K | Buy |
3,530
+151
| +4% | +$10.1K | 0.01% | 590 |
|
|
2025
Q3 | $225K | Buy |
3,379
+97
| +3% | +$6.69K | 0.01% | 576 |
|
|
2025
Q2 | $226K | Hold |
3,282
| – | – | 0.01% | 528 |
|
|
2025
Q1 | $220K | Buy |
3,282
+18
| +0.6% | +$1.16K | 0.01% | 515 |
|
|
2024
Q4 | $208K | Buy |
3,264
+10
| +0.3% | +$675 | 0.01% | 482 |
|
|
2024
Q3 | $238K | Sell |
3,254
-59
| -2% | -$4.08K | 0.01% | 442 |
|
|
2024
Q2 | $205K | Buy |
3,313
+235
| +8% | +$13.9K | 0.01% | 456 |
|
|
2024
Q1 | $174K | Buy |
3,078
+17
| +0.6% | +$942 | 0.01% | 465 |
|
|
2023
Q4 | $167K | Sell |
3,061
-19
| -0.6% | -$1.02K | 0.01% | 445 |
|
|
2023
Q3 | $171K | Buy |
3,080
+400
| +15% | +$23.1K | 0.01% | 411 |
|
|
2023
Q2 | $157K | Sell |
2,680
-120
| -4% | -$7.13K | 0.01% | 401 |
|
|
2023
Q1 | $164K | Sell |
2,800
-111
| -4% | -$6.31K | 0.01% | 400 |
|
|
2022
Q4 | $165K | Sell |
2,911
-32
| -1% | -$1.71K | 0.01% | 420 |
|
|
2022
Q3 | $145K | Sell |
2,943
-4
| -0.1% | -$209 | 0.01% | 396 |
|
|
2022
Q2 | $152K | Buy |
2,947
+471
| +19% | +$24K | 0.01% | 374 |
|
|
2022
Q1 | $127K | Sell |
2,476
-382
| -13% | -$21.3K | 0.01% | 396 |
|
|
2021
Q4 | $173K | Buy |
2,858
+400
| +16% | +$23.8K | 0.01% | 359 |
|
|
2021
Q3 | $150K | Buy |
2,458
+76
| +3% | +$4.84K | 0.01% | 383 |
|
|
2021
Q2 | $157K | Buy |
2,382
+109
| +5% | +$7.25K | 0.01% | 373 |
|
|
2021
Q1 | $143K | Buy |
2,273
+502
| +28% | +$32K | 0.01% | 387 |
|
|
2020
Q4 | $120K | Buy |
1,771
+1,148
| +184% | +$77.9K | 0.01% | 292 |
|
|
2020
Q3 | $43K | Hold |
623
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $38K | Sell |
623
-533
| -46% | -$31.9K | ﹤0.01% | 404 |
|
|
2020
Q1 | $66K | Sell |
1,156
-40
| -3% | -$2.51K | 0.01% | 301 |
|
|
2019
Q4 | $77K | Buy |
1,196
+40
| +3% | +$2.66K | 0.01% | 339 |
|
|
2019
Q3 | $78K | Buy |
1,156
+543
| +89% | +$37.6K | 0.01% | 314 |
|
|
2019
Q2 | $43K | Buy |
613
+80
| +15% | +$5.43K | ﹤0.01% | 389 |
|
|
2019
Q1 | $34K | Sell |
533
-178
| -25% | -$10.8K | ﹤0.01% | 391 |
|
|
2018
Q4 | $42K | Sell |
711
-178
| -20% | -$10.7K | 0.01% | 346 |
|
|
2018
Q3 | $55K | Hold |
889
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $55K | Buy |
+889
| New | +$55.2K | 0.01% | 318 |
|
Other funds holding UL
Capital Analysts LLC's UL Position: Q2 2026 in Review
Capital Analysts LLC increased its Unilever (UL) stake by 5.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 3,748 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #666.
Capital Analysts LLC first reported a position in UL in Q2 2018 and has held it in 33 quarters since. The position peaked at $238K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.
- Capital Analysts LLC held 3,748 shares of Unilever worth $225K as of Q2 2026.
- Capital Analysts LLC bought 187 Unilever shares in Q2 2026, an estimated $10.8K.
- Unilever made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #666 holding.
- Capital Analysts LLC first reported a position in Unilever in Q2 2018 and has held it in 33 quarters since.
- Capital Analysts LLC's Unilever position peaked at $238K in Q3 2024.
- 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.