Cerity Partners’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
$38.1M Sell
633,874
-12,755
-2% -$737K 0.05% 306
2026
Q1
$36.8M Buy
646,629
+20,906
+3% +$1.4M 0.05% 300
2025
Q4
$40.9M Buy
625,723
+22,371
+4% +$1.5M 0.06% 268
2025
Q3
$40.2M Buy
603,352
+23,813
+4% +$1.64M 0.07% 242
2025
Q2
$39.9M Buy
579,539
+23,004
+4% +$1.61M 0.07% 229
2025
Q1
$37.3M Buy
556,535
+383,115
+221% +$24.7M 0.08% 224
2024
Q4
$11.5M Sell
173,420
-8,846
-5% -$597K 0.03% 441
2024
Q3
$13.3M Buy
182,266
+33,116
+22% +$2.29M 0.03% 414
2024
Q2
$9.23M Buy
149,150
+23,538
+19% +$1.39M 0.02% 443
2024
Q1
$7.11M Buy
125,612
+39,944
+47% +$2.21M 0.02% 552
2023
Q4
$4.67M Buy
85,668
+6,702
+8% +$362K 0.02% 553
2023
Q3
$4.39M Sell
78,966
-11,442
-13% -$661K 0.02% 438
2023
Q2
$5.3M Buy
90,408
+5,252
+6% +$312K 0.02% 483
2023
Q1
$8.35M Buy
85,156
+21,748
+34% +$1.24M 0.02% 381
2022
Q4
$3.8M Buy
63,408
+27,768
+78% +$1.49M 0.02% 407
2022
Q3
$1.76M Buy
35,640
+886
+3% +$46.3K 0.02% 394
2022
Q2
$1.79M Buy
34,754
+25,668
+283% +$1.31M 0.02% 431
2022
Q1
$465K Sell
9,086
-14,998
-62% -$835K 0.01% 608
2021
Q4
$1.46M Buy
24,084
+9,248
+62% +$549K 0.02% 372
2021
Q3
$905K Sell
14,836
-10,283
-41% -$655K 0.02% 376
2021
Q2
$1.65M Buy
25,119
+930
+4% +$61.8K 0.04% 291
2021
Q1
$1.52M Buy
24,189
+10,231
+73% +$652K 0.04% 287
2020
Q4
$948K Sell
13,958
-2,211
-14% -$150K 0.03% 313
2020
Q3
$1.12M Buy
16,169
+8,849
+121% +$590K 0.05% 232
2020
Q2
$452K Sell
7,320
-1,780
-20% -$106K 0.03% 291
2020
Q1
$517K Sell
9,100
-883
-9% -$55.4K 0.03% 277
2019
Q4
$642K Sell
9,983
-1,270
-11% -$84.3K 0.03% 300
2019
Q3
$761K Sell
11,253
-2,099
-16% -$145K 0.04% 273
2019
Q2
$931K Sell
13,352
-1,930
-13% -$131K 0.06% 241
2019
Q1
$992K Sell
15,282
-2,266
-13% -$138K 0.07% 241
2018
Q4
$1.03M Sell
17,548
-1,997
-10% -$120K 0.07% 223
2018
Q3
$1.21M Sell
19,545
-1,038
-5% -$65.5K 0.08% 226
2018
Q2
$1.28M Sell
20,583
-11,297
-35% -$702K 0.09% 211
2018
Q1
$1.99M Sell
31,880
-3,547
-10% -$216K 0.15% 150
2017
Q4
$2.21M Sell
35,427
-5,084
-13% -$322K 0.15% 144
2017
Q3
$2.64M Sell
40,511
-12,957
-24% -$833K 0.19% 122
2017
Q2
$3.27M Buy
53,468
+8,877
+20% +$529K 0.27% 78
2017
Q1
$2.48M Buy
44,591
+8,788
+25% +$445K 0.21% 97
2016
Q4
$1.64M Buy
+35,803
New +$1.67M 2.26% 18

Other funds holding UL

Cerity Partners's UL Position: Q2 2026 in Review

Cerity Partners reduced its Unilever (UL) stake by 2% in Q2 2026, selling an estimated $737K and leaving 633,874 shares worth $38.1M. The position accounts for 0.05% of the portfolio, ranked #306.

Cerity Partners first reported a position in UL in Q4 2016 and has held it in 39 quarters since. The position peaked at $40.9M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cerity Partners held 633,874 shares of Unilever worth $38.1M as of Q2 2026.
  • Cerity Partners sold 12,755 Unilever shares in Q2 2026, an estimated $737K.
  • Unilever made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #306 holding.
  • Cerity Partners first reported a position in Unilever in Q4 2016 and has held it in 39 quarters since.
  • Cerity Partners's Unilever position peaked at $40.9M in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.