Capital Fund Management (CFM)
UL icon

Capital Fund Management (CFM)’s Unilever UL Stock Holding History

Capital Fund Management (CFM)’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
Q1 		$5.06M Buy
88,816
+51,944
+141% +$3.48M 0.02% 888
2025
Q4 		$2.41M Buy
36,872
+23,805
+182% +$1.6M 0.01% 1612
2025
Q3 		$871K Sell
13,067
-9,689
-43% -$669K ﹤0.01% 2154
2025
Q2 		$1.57M Buy
22,756
+6,400
+39% +$449K ﹤0.01% 1806
2025
Q1 		$1.1M Sell
16,356
-177
-1% -$11.4K ﹤0.01% 1640
2024
Q4 		$1.05M Sell
16,533
-32,711
-66% -$2.21M ﹤0.01% 1743
2024
Q3 		$3.6M Buy
+49,244
New +$3.4M 0.01% 1174
2024
Q2 		– Sell
-13,689
Closed -$773K – 2186
2024
Q1 		$773K Buy
+13,689
New +$758K ﹤0.01% 1783

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Fund Management (CFM)'s UL Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Unilever (UL) stake by 456% in Q1 2026, buying an estimated $35.7M and bringing the position to 649,963 shares worth $37M. The position accounts for 0.17% of the portfolio, ranked #131.

Capital Fund Management (CFM) first reported a position in UL in Q4 2020 and has held it in 14 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Capital Fund Management (CFM) held 649,963 shares of Unilever worth $37M as of Q1 2026.
  • Capital Fund Management (CFM) bought 533,137 Unilever shares in Q1 2026, an estimated $35.7M.
  • Unilever made up 0.17% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #131 holding.
  • Capital Fund Management (CFM) first reported a position in Unilever in Q4 2020 and has held it in 14 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.