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Centaurus Financial’s Unilever UL Stock Holding History

Centaurus Financial’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 		$350K Sell
5,826
-534
-8% -$30.9K 0.01% 688
2026
Q1 		$362K Sell
6,360
-3,320
-34% -$223K 0.02% 615
2025
Q4 		$633K Sell
9,680
-1,772
-15% -$119K 0.03% 449
2025
Q3 		$764K Buy
11,452
+2,598
+29% +$179K 0.04% 402
2025
Q2 		$609K Buy
8,854
+300
+4% +$21.1K 0.04% 413
2025
Q1 		$573K Buy
8,554
+802
+10% +$51.7K 0.03% 417
2024
Q4 		$494K Buy
7,752
+169
+2% +$11.4K 0.03% 441
2024
Q3 		$554K Sell
7,583
-6
-0.1% -$415 0.04% 393
2024
Q2 		$469K Buy
7,589
+1,950
+35% +$115K 0.03% 402
2024
Q1 		$318K Buy
5,639
+1,115
+25% +$61.8K 0.02% 486
2023
Q4 		$247K Sell
4,524
-117
-3% -$6.31K 0.02% 539
2023
Q3 		$258K Buy
4,641
+383
+9% +$22.1K 0.02% 497
2023
Q2 		$250K Sell
4,258
-1,378
-24% -$81.8K 0.02% 509
2023
Q1 		$329K Buy
5,636
+1,624
+40% +$92.3K 0.03% 517
2022
Q4 		$227K Sell
4,012
-1,360
-25% -$72.8K 0.02% 574
2022
Q3 		$265K Buy
5,372
+1,865
+53% +$97.4K 0.03% 526
2022
Q2 		$181K Buy
+3,507
New +$179K 0.02% 655
2018
Q3 		– Sell
-206
Closed -$13K – 1953
2018
Q2 		$13K Buy
+206
New +$12.8K ﹤0.01% 1458

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

Centaurus Financial's UL Position: Q2 2026 in Review

Centaurus Financial reduced its Unilever (UL) stake by 8.4% in Q2 2026, selling an estimated $30.9K and leaving 5,826 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #688.

Centaurus Financial first reported a position in UL in Q2 2018 and has held it in 18 quarters since. The position peaked at $764K in Q3 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Centaurus Financial held 5,826 shares of Unilever worth $350K as of Q2 2026.
  • Centaurus Financial sold 534 Unilever shares in Q2 2026, an estimated $30.9K.
  • Unilever made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #688 holding.
  • Centaurus Financial first reported a position in Unilever in Q2 2018 and has held it in 18 quarters since.
  • Centaurus Financial's Unilever position peaked at $764K in Q3 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.