Chicago Partners Investment Group’s Unilever UL Stock Holding History

Chicago Partners Investment 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	$216K	Buy	+3,587	New	+$207K	﹤0.01%	1396
2018 Q4	–	Sell	-614	Closed	-$37K	–	888
2018 Q3	$37K	Buy	614 +5	+0.8%	+$315	0.01%	572
2018 Q2	$38K	Buy	609 +5	+0.8%	+$311	0.01%	538
2018 Q1	$38K	Buy	604 +6	+1%	+$365	0.01%	497
2017 Q4	$37K	Buy	598 +3	+0.5%	+$190	0.01%	500
2017 Q3	$39K	Sell	595 -577	-49%	-$37.1K	0.01%	473
2017 Q2	$63K	Buy	+1,172	New	+$69.9K	0.02%	346
2017 Q1	–	Sell	-267	Closed	-$12K	–	598
2016 Q4	$12K	Sell	267 -2,755	-91%	-$128K	﹤0.01%	420
2016 Q3	$161K	Buy	+3,022	New	+$160K	0.06%	190

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 22.9% 1-Year Est. Return

Chicago Partners Investment Group's UL Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Unilever (UL) in Q2 2026: 3,587 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in UL as recently as Q3 2018.

Chicago Partners Investment Group first reported a position in UL in Q3 2016 and has held it in 9 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Chicago Partners Investment Group held 3,587 shares of Unilever worth $216K as of Q2 2026.
Unilever was a new Chicago Partners Investment Group position in Q2 2026.
Unilever made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1396 holding.
Chicago Partners Investment Group first reported a position in Unilever in Q3 2016 and has held it in 9 quarters since.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.