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 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

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

Chicago Capital's UL Position: Q2 2026 in Review

Chicago Capital reduced its Unilever (UL) stake by 1.7% in Q2 2026, selling an estimated $7.69K and leaving 7,736 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #275.

Chicago Capital first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q1 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Chicago Capital held 7,736 shares of Unilever worth $465K as of Q2 2026.
Chicago Capital sold 133 Unilever shares in Q2 2026, an estimated $7.69K.
Unilever made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #275 holding.
Chicago Capital first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
Chicago Capital's Unilever position peaked at $1.12M in Q1 2025.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.