Catalyst Capital Advisors’s Unilever UL Stock Holding History

Catalyst Capital 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	$2.66M	Buy	44,303 +8,736	+25%	+$505K	0.04%	99
2026 Q1	$2.03M	Hold	35,567	–	–	0.04%	111
2025 Q4	$2.33M	Buy	35,567 +9,878	+38%	+$664K	0.05%	108
2025 Q3	$1.71M	Hold	25,689	–	–	0.03%	125
2025 Q2	$1.77M	Hold	25,689	–	–	0.04%	124
2025 Q1	$1.72M	Buy	25,689 +7,236	+39%	+$467K	0.04%	118
2024 Q4	$1.18M	Sell	18,453 -1,778	-9%	-$120K	0.03%	140
2024 Q3	$1.48M	Hold	20,231	–	–	0.03%	126
2024 Q2	$1.25M	Hold	20,231	–	–	0.03%	133
2024 Q1	$1.14M	Hold	20,231	–	–	0.03%	146
2023 Q4	$1.1M	Hold	20,231	–	–	0.03%	142
2023 Q3	$1.12M	Hold	20,231	–	–	0.03%	138
2023 Q2	$1.19M	Hold	20,231	–	–	0.03%	151
2023 Q1	$1.18M	Hold	20,231	–	–	0.04%	129
2022 Q4	$1.15M	Buy	20,231 +16,853	+499%	+$902K	0.04%	128
2022 Q3	$167K	Hold	3,378	–	–	0.01%	202
2022 Q2	$174K	Buy	+3,378	New	+$172K	0.01%	224
2015 Q1	–	Sell	-853	Closed	-$39K	–	535
2014 Q4	$39K	Buy	+853	New	+$39.1K	﹤0.01%	352

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Catalyst Capital Advisors's UL Position: Q2 2026 in Review

Catalyst Capital Advisors increased its Unilever (UL) stake by 25% in Q2 2026, buying an estimated $505K and bringing the position to 44,303 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #99.

Catalyst Capital Advisors first reported a position in UL in Q4 2014 and has held it in 18 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Catalyst Capital Advisors held 44,303 shares of Unilever worth $2.66M as of Q2 2026.
Catalyst Capital Advisors bought 8,736 Unilever shares in Q2 2026, an estimated $505K.
Unilever made up 0.04% of Catalyst Capital Advisors's portfolio in Q2 2026, its #99 holding.
Catalyst Capital Advisors first reported a position in Unilever in Q4 2014 and has held it in 18 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.