Covestor’s Unilever UL Stock Holding History

Covestor’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	$1K	Sell	22 -3	-12%	-$173	﹤0.01%	2364
2026 Q1	$1K	Hold	25	–	–	﹤0.01%	2159
2025 Q4	$2K	Sell	25 -1	-4%	-$67	﹤0.01%	1962
2025 Q3	$2K	Sell	26 -11	-30%	-$759	﹤0.01%	1991
2025 Q2	$3K	Buy	37 +13	+54%	+$912	﹤0.01%	1808
2025 Q1	$2K	Sell	24 -7	-23%	-$452	﹤0.01%	1895
2024 Q4	$2K	Sell	31 -12	-28%	-$810	﹤0.01%	1945
2024 Q3	$3K	Hold	43	–	–	﹤0.01%	1777
2024 Q2	$3K	Sell	43 -2	-4%	-$118	﹤0.01%	1814
2024 Q1	$3K	Hold	45	–	–	﹤0.01%	1820
2023 Q4	$2K	Hold	45	–	–	﹤0.01%	1890
2023 Q3	$3K	Hold	45	–	–	﹤0.01%	1776
2023 Q2	$3K	Hold	45	–	–	﹤0.01%	1778
2023 Q1	$3K	Sell	45 -672	-94%	-$38.2K	﹤0.01%	1713
2022 Q4	$41K	Sell	717 -1	-0.1%	-$54	0.03%	803
2022 Q3	$36K	Sell	718 -84	-10%	-$4.39K	0.03%	822
2022 Q2	$41K	Buy	802 +209	+35%	+$10.6K	0.03%	800
2022 Q1	$30K	Buy	593 +398	+204%	+$22.2K	0.02%	950
2021 Q4	$12K	Buy	+195	New	+$11.6K	0.02%	982

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

Covestor's UL Position: Q2 2026 in Review

Covestor reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $173 and leaving 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Covestor first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $41K in Q4 2022. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Covestor held 22 shares of Unilever worth $1K as of Q2 2026.
Covestor sold 3 Unilever shares in Q2 2026, an estimated $173.
Unilever made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2364 holding.
Covestor first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
Covestor's Unilever position peaked at $41K in Q4 2022.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.