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Cary Street Partners’s Unilever UL Stock Holding History

Cary Street Partners’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 		$8.85M Buy
147,131
+2,275
+2% +$132K 0.19% 122
2026
Q1 		$8.25M Buy
144,856
+10,711
+8% +$718K 0.2% 116
2025
Q4 		$8.77M Buy
134,145
+247
+0.2% +$16.6K 0.22% 112
2025
Q3 		$8.93M Sell
133,898
-3,230
-2% -$223K 0.23% 106
2025
Q2 		$9.44M Sell
137,128
-2,620
-2% -$184K 0.26% 91
2025
Q1 		$9.36M Sell
139,748
-5,593
-4% -$361K 0.3% 86
2024
Q4 		$9.27M Buy
+145,341
New +$9.81M 0.3% 87

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

Cary Street Partners's UL Position: Q2 2026 in Review

Cary Street Partners increased its Unilever (UL) stake by 1.6% in Q2 2026, buying an estimated $132K and bringing the position to 147,131 shares worth $8.85M. The position accounts for 0.19% of the portfolio, ranked #122.

Cary Street Partners first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.44M in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cary Street Partners held 147,131 shares of Unilever worth $8.85M as of Q2 2026.
  • Cary Street Partners bought 2,275 Unilever shares in Q2 2026, an estimated $132K.
  • Unilever made up 0.19% of Cary Street Partners's portfolio in Q2 2026, its #122 holding.
  • Cary Street Partners first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Unilever position peaked at $9.44M in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.