Chicago Capital’s Unilever UL Stock Holding History

Chicago Capital’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 Q3	$532K	Buy	8,758 +1,022	+13%	+$64.2K	0.01%	267
2026 Q2	$465K	Sell	7,736 -133	-2%	-$7.69K	0.01%	275
2026 Q1	$448K	Sell	7,869 -542	-6%	-$36.3K	0.01%	268
2025 Q4	$550K	Sell	8,411 -6	-0.1%	-$403	0.01%	252
2025 Q3	$561K	Buy	8,417 +89	+1%	+$6.14K	0.01%	237
2025 Q2	$573K	Sell	8,328 -8,361	-50%	-$587K	0.01%	234
2025 Q1	$1.12M	Buy	16,689 +8,950	+116%	+$577K	0.03%	164
2024 Q4	$494K	Buy	7,739 +242	+3%	+$16.3K	0.01%	225
2024 Q3	$548K	Hold	7,497	–	–	0.02%	217
2024 Q2	$464K	Hold	7,497	–	–	0.01%	232
2024 Q1	$423K	Hold	7,497	–	–	0.01%	231
2023 Q4	$409K	Hold	7,497	–	–	0.01%	212
2023 Q3	$417K	Hold	7,497	–	–	0.02%	162
2023 Q2	$440K	Hold	7,497	–	–	0.02%	165
2023 Q1	$438K	Hold	7,497	–	–	0.02%	162
2022 Q4	$425K	Sell	7,497 -1,067	-12%	-$57.1K	0.02%	168
2022 Q3	$422K	Hold	8,564	–	–	0.02%	175
2022 Q2	$442K	Hold	8,564	–	–	0.02%	172
2022 Q1	$439K	Hold	8,564	–	–	0.02%	185
2021 Q4	$518K	Buy	8,564 +889	+12%	+$52.8K	0.02%	180
2021 Q3	$468K	Hold	7,675	–	–	0.02%	182
2021 Q2	$505K	Hold	7,675	–	–	0.02%	178
2021 Q1	$482K	Sell	7,675 -637	-8%	-$40.6K	0.02%	175
2020 Q4	$564K	Buy	+8,312	New	+$564K	0.03%	154

Other funds holding UL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Chicago Capital's UL Position: Q3 2026 in Review

Chicago Capital increased its Unilever (UL) stake by 13% in Q3 2026, buying an estimated $64.2K and bringing the position to 8,758 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #267.

Chicago Capital first reported a position in UL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.12M in Q1 2025. 788 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Chicago Capital held 8,758 shares of Unilever worth $532K as of Q3 2026.
Chicago Capital bought 1,022 Unilever shares in Q3 2026, an estimated $64.2K.
Unilever made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #267 holding.
Chicago Capital first reported a position in Unilever in Q4 2020 and has held it in 24 quarters since.
Chicago Capital's Unilever position peaked at $1.12M in Q1 2025.
788 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.