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Crescent Grove Advisors’s Unilever UL Stock Holding History

Crescent Grove Advisors’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 		$336K Buy
5,596
+55
+1% +$3.18K 0.03% 233
2026
Q1 		$319K Buy
5,541
+1
+0% +$67 0.03% 232
2025
Q4 		$362K Hold
5,540
– – 0.03% 211
2025
Q3 		$369K Buy
5,540
+3
+0.1% +$207 0.04% 206
2025
Q2 		$381K Buy
5,537
+4
+0.1% +$281 0.04% 188
2025
Q1 		$371K Buy
5,533
+2
+0% +$129 0.04% 180
2024
Q4 		$353K Buy
5,531
+3
+0.1% +$203 0.04% 196
2024
Q3 		$404K Buy
5,528
+4
+0.1% +$277 0.04% 186
2024
Q2 		$342K Sell
5,524
-504
-8% -$29.8K 0.04% 198
2024
Q1 		$340K Buy
6,028
+3
+0% +$166 0.04% 220
2023
Q4 		$329K Sell
6,025
-1,536
-20% -$82.9K 0.04% 224
2023
Q3 		$420K Buy
7,561
+4
+0.1% +$231 0.05% 189
2023
Q2 		$443K Buy
7,557
+3
+0% +$178 0.05% 185
2023
Q1 		$441K Buy
7,554
+3
+0% +$170 0.05% 187
2022
Q4 		$428K Sell
7,551
-16
-0.2% -$856 0.04% 192
2022
Q3 		$373K Buy
7,567
+3
+0% +$157 0.04% 183
2022
Q2 		$390K Sell
7,564
-144
-2% -$7.33K 0.04% 184
2022
Q1 		$395K Buy
7,708
+152
+2% +$8.46K 0.04% 192
2021
Q4 		$457K Sell
7,556
-20
-0.3% -$1.19K 0.04% 174
2021
Q3 		$462K Buy
7,576
+1,543
+26% +$98.3K 0.05% 163
2021
Q2 		$397K Buy
6,033
+3
+0% +$199 0.04% 167
2021
Q1 		$379K Buy
6,030
+3
+0% +$191 0.04% 146
2020
Q4 		$409K Buy
6,027
+2,599
+76% +$176K 0.05% 124
2020
Q3 		$238K Buy
3,428
+3
+0.1% +$200 0.05% 145
2020
Q2 		$211K Buy
+3,425
New +$205K 0.04% 138
2019
Q4 		– Sell
-3,419
Closed -$231K – 170
2019
Q3 		$231K Buy
3,419
+3
+0.1% +$208 0.04% 140
2019
Q2 		$238K Buy
+3,416
New +$232K 0.04% 135

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 22.9% 1-Year Est. Return

Crescent Grove Advisors's UL Position: Q2 2026 in Review

Crescent Grove Advisors increased its Unilever (UL) stake by 0.99% in Q2 2026, buying an estimated $3.18K and bringing the position to 5,596 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #233.

Crescent Grove Advisors first reported a position in UL in Q2 2019 and has held it in 27 quarters since. The position peaked at $462K in Q3 2021. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Crescent Grove Advisors held 5,596 shares of Unilever worth $336K as of Q2 2026.
  • Crescent Grove Advisors bought 55 Unilever shares in Q2 2026, an estimated $3.18K.
  • Unilever made up 0.03% of Crescent Grove Advisors's portfolio in Q2 2026, its #233 holding.
  • Crescent Grove Advisors first reported a position in Unilever in Q2 2019 and has held it in 27 quarters since.
  • Crescent Grove Advisors's Unilever position peaked at $462K in Q3 2021.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.