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Chapman Financial Group’s Unilever UL Stock Holding History

Chapman Financial Group’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 		$600K Buy
9,977
+9,134
+1,084% +$528K 0.4% 72
2026
Q1 		$48K Hold
843
– – 0.03% 189
2025
Q4 		$55.1K Sell
843
-1
-0.1% -$67 0.04% 176
2025
Q3 		$56.3K Buy
844
+666
+374% +$46K 0.04% 178
2025
Q2 		$12.2K Buy
+178
New +$12.5K 0.01% 180
2024
Q4 		$11.3K Buy
+178
New +$12K 0.01% 187

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

Chapman Financial Group's UL Position: Q2 2026 in Review

Chapman Financial Group increased its Unilever (UL) stake by 1,084% in Q2 2026, buying an estimated $528K and bringing the position to 9,977 shares worth $600K. The position accounts for 0.4% of the portfolio, ranked #72.

Chapman Financial Group first reported a position in UL in Q4 2024 and has held it in 6 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Chapman Financial Group held 9,977 shares of Unilever worth $600K as of Q2 2026.
  • Chapman Financial Group bought 9,134 Unilever shares in Q2 2026, an estimated $528K.
  • Unilever made up 0.4% of Chapman Financial Group's portfolio in Q2 2026, its #72 holding.
  • Chapman Financial Group first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.