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Contravisory Investment Management’s Unilever UL Stock Holding History

Contravisory Investment Management’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 		$33.3K Sell
554
-1,065
-66% -$61.6K 0.01% 280
2026
Q1 		$92.2K Sell
1,619
-1,104
-41% -$74K 0.02% 234
2025
Q4 		$178K Sell
2,723
-9
-0.3% -$605 0.04% 231
2025
Q3 		$182K Sell
2,732
-4,188
-61% -$289K 0.04% 248
2025
Q2 		$476K Buy
6,920
+1,004
+17% +$70.4K 0.09% 165
2025
Q1 		$396K Buy
5,916
+2,833
+92% +$183K 0.08% 183
2024
Q4 		$197K Buy
+3,083
New +$208K 0.04% 224
2023
Q4 		– Sell
-2,696
Closed -$150K – 422
2023
Q3 		$150K Buy
2,696
+157
+6% +$9.07K 0.04% 216
2023
Q2 		$149K Buy
2,539
+1,102
+77% +$65.4K 0.04% 211
2023
Q1 		$84K Buy
1,437
+165
+13% +$9.37K 0.02% 226
2022
Q4 		$72.1K Buy
+1,272
New +$68.1K 0.02% 234
2016
Q4 		– Sell
-214
Closed -$11K – 326
2016
Q3 		$11K Buy
214
+17
+9% +$898 ﹤0.01% 199
2016
Q2 		$11K Buy
+197
New +$10.1K ﹤0.01% 123

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

Contravisory Investment Management's UL Position: Q2 2026 in Review

Contravisory Investment Management reduced its Unilever (UL) stake by 66% in Q2 2026, selling an estimated $61.6K and leaving 554 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #280.

Contravisory Investment Management first reported a position in UL in Q2 2016 and has held it in 13 quarters since. The position peaked at $476K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Contravisory Investment Management held 554 shares of Unilever worth $33.3K as of Q2 2026.
  • Contravisory Investment Management sold 1,065 Unilever shares in Q2 2026, an estimated $61.6K.
  • Unilever made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #280 holding.
  • Contravisory Investment Management first reported a position in Unilever in Q2 2016 and has held it in 13 quarters since.
  • Contravisory Investment Management's Unilever position peaked at $476K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.