CKW Financial Group’s Unilever UL Stock Holding History

CKW 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	$0	Buy	+6	New	+$347	﹤0.01%	310
2015 Q3	–	Sell	-308	Closed	-$15K	–	289
2015 Q2	$15K	Hold	308	–	–	0.01%	251
2015 Q1	$15K	Buy	308 +103	+50%	+$4.94K	0.01%	262
2014 Q4	$9K	Sell	205 -603	-75%	-$27.7K	﹤0.01%	296
2014 Q3	$38K	Sell	808 -89	-10%	-$4.39K	0.02%	127
2014 Q2	$46K	Hold	897	–	–	0.02%	113
2014 Q1	$42K	Hold	897	–	–	0.02%	123
2013 Q4	$42K	Buy	+897	New	+$40.1K	0.02%	119

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

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

CKW Financial Group opened a new position in Unilever (UL) in Q2 2026: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: CKW Financial Group previously reported a position in UL as recently as Q2 2015.

CKW Financial Group first reported a position in UL in Q4 2013 and has held it in 8 quarters since. The position peaked at $46K in Q2 2014. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

CKW Financial Group held 6 shares of Unilever worth $0 as of Q2 2026.
Unilever was a new CKW Financial Group position in Q2 2026.
Unilever made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #310 holding.
CKW Financial Group first reported a position in Unilever in Q4 2013 and has held it in 8 quarters since.
CKW Financial Group's Unilever position peaked at $46K in Q2 2014.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.